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 | $83,559 | $100,811-17.1% | $86,698-3.6% | $134,545-37.9% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -15.31% | 29.11%-44.4pp | 35.96%-51.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $5,521 | $3,490+58.2% | $2,837+94.6% | $4,742+16.4% |
| Participant deferral / active EE | $2,535 | $5,339-52.5% | $4,656-45.6% | $6,401-60.4% |
| Admin fee / account holder | $2,090 | $10,926-80.9% | $7,492-72.1% | $11,431-81.7% |