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 | $92,508 | $99,644-7.2% | $86,438+7.0% | $134,532-31.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.70% | 6787.26%-6802.0pp | 4397.19%-4411.9pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,304 | $4,402-70.4% | $3,769-65.4% | $4,741-72.5% |
| Participant deferral / active EE | $4,315 | $7,247-40.5% | $6,952-37.9% | $6,401-32.6% |
| Admin fee / account holder | $13,047 | $8,375+55.8% | $6,733+93.8% | $11,429+14.2% |