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 | $53,818 | $99,647-46.0% | $86,439-37.7% | $134,509-60.0% |
| Participation rate | 85.0% | 82.1%+2.9pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -18.58% | 6784.13%-6802.7pp | 4395.55%-4414.1pp | 418.13%-436.7pp |
| Employer contribution / active EE | $8,775 | $4,401+99.4% | $3,769+132.8% | $4,741+85.1% |
| Participant deferral / active EE | $5,429 | $7,246-25.1% | $6,952-21.9% | $6,400-15.2% |
| Admin fee / account holder | $5,190 | $8,373-38.0% | $6,732-22.9% | $11,427-54.6% |