Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,192 | $93,124-1.0% | $77,100+19.6% | $134,545-31.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -20.59% | 62.68%-83.3pp | 42.35%-62.9pp | 418.37%-439.0pp |
| Employer contribution / active EE | $10,655 | $3,421+211.4% | $2,815+278.5% | $4,742+124.7% |
| Participant deferral / active EE | $15,007 | $5,242+186.3% | $4,430+238.8% | $6,401+134.4% |
| Admin fee / account holder | $825 | $6,970-88.2% | $5,443-84.8% | $11,431-92.8% |