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 | $92,558 | $133,998-30.9% | $112,263-17.6% | $134,545-31.2% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -18.40% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,710 | $4,040-57.7% | $3,636-53.0% | $4,742-63.9% |
| Participant deferral / active EE | $2,874 | $5,292-45.7% | $4,729-39.2% | $6,401-55.1% |
| Admin fee / account holder | $22,073 | $7,493+194.6% | $6,410+244.3% | $11,431+93.1% |