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 | $74,191 | $168,635-56.0% | $147,617-49.7% | $125,389-40.8% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -2.49% | 77.65%-80.1pp | 61.98%-64.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $5,567 | $6,252-11.0% | $5,5640% | $4,866+14.4% |
| Participant deferral / active EE | $5,985 | $5,507+8.7% | $4,895+22.3% | $5,352+11.8% |
| Admin fee / account holder | $13,513 | $13,580-0.5% | $11,612+16.4% | $9,541+41.6% |