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 | $79,747 | $67,396+18.3% | $60,919+30.9% | $134,545-40.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.5pp |
| Annual return | -13.35% | 50.12%-63.5pp | 16.96%-30.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $5,423 | $3,101+74.9% | $2,704+100.6% | $4,742+14.4% |
| Participant deferral / active EE | $4,599 | $4,534+1.4% | $3,814+20.6% | $6,401-28.2% |
| Admin fee / account holder | $1,823 | $4,590-60.3% | $3,228-43.5% | $11,431-84.1% |