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 | $84,969 | $135,645-37.4% | $110,243-22.9% | $135,379-37.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -7.43% | 513.24%-520.7pp | 314.76%-322.2pp | 519.79%-527.2pp |
| Employer contribution / active EE | $2,285 | $4,907-53.4% | $3,827-40.3% | $4,779-52.2% |
| Participant deferral / active EE | $5,976 | $5,507+8.5% | $4,672+27.9% | $5,609+6.6% |
| Admin fee / account holder | $4,866 | $11,458-57.5% | $8,548-43.1% | $10,828-55.1% |