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 | $79,187 | $134,001-40.9% | $112,258-29.5% | $134,509-41.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -20.24% | 47.15%-67.4pp | 27.47%-47.7pp | 418.13%-438.4pp |
| Employer contribution / active EE | $3,450 | $4,039-14.6% | $3,636-5.1% | $4,741-27.2% |
| Participant deferral / active EE | $4,814 | $5,291-9.0% | $4,728+1.8% | $6,400-24.8% |
| Admin fee / account holder | $33,223 | $7,491+343.5% | $6,411+418.2% | $11,427+190.8% |