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 | $78,867 | $133,981-41.1% | $112,249-29.7% | $134,532-41.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -18.03% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,541 | $4,040-37.1% | $3,636-30.1% | $4,741-46.4% |
| Participant deferral / active EE | $8,664 | $5,292+63.7% | $4,729+83.2% | $6,401+35.4% |
| Admin fee / account holder | $1,091 | $7,492-85.4% | $6,412-83.0% | $11,429-90.5% |