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 | $79,282 | $133,981-40.8% | $112,249-29.4% | $134,532-41.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -13.10% | 47.16%-60.3pp | 27.48%-40.6pp | 418.27%-431.4pp |
| Employer contribution / active EE | $5,155 | $4,040+27.6% | $3,636+41.8% | $4,741+8.7% |
| Participant deferral / active EE | $6,503 | $5,292+22.9% | $4,729+37.5% | $6,401+1.6% |
| Admin fee / account holder | $17,208 | $7,492+129.7% | $6,412+168.4% | $11,429+50.6% |