Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,344 | $138,078-44.0% | $125,363-38.3% | $134,509-42.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.54% | 750.49%-768.0pp | 572.15%-589.7pp | 418.13%-435.7pp |
| Employer contribution / active EE | $4,995 | $5,245-4.8% | $4,815+3.7% | $4,741+5.4% |
| Participant deferral / active EE | $10,975 | $7,800+40.7% | $7,447+47.4% | $6,400+71.5% |
| Admin fee / account holder | $5,125 | $11,566-55.7% | $10,005-48.8% | $11,427-55.1% |