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 | $84,301 | $133,981-37.1% | $112,249-24.9% | $134,532-37.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -19.06% | 47.16%-66.2pp | 27.48%-46.5pp | 418.27%-437.3pp |
| Employer contribution / active EE | $5,435 | $4,040+34.5% | $3,636+49.5% | $4,741+14.6% |
| Participant deferral / active EE | $6,226 | $5,292+17.7% | $4,729+31.7% | $6,401-2.7% |
| Admin fee / account holder | $3,892 | $7,492-48.1% | $6,412-39.3% | $11,429-65.9% |