Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,091 | $75,962+9.4% | $154,108-46.1% | $64,173+29.5% |
| Participation rate | 95.1% | 70.4%+24.7pp | 83.0%+12.1pp | 69.6%+25.6pp |
| Annual return | -5.59% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,858 | $3,350+45.0% | $5,298-8.3% | $2,381+104.1% |
| Participant deferral / active EE | $4,590 | $3,175+44.6% | $5,081-9.7% | $3,470+32.3% |
| Admin fee / account holder | $9,964 | $5,589+78.3% | $13,411-25.7% | $4,887+103.9% |