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 | $112,876 | $82,674+36.5% | $125,381-10.0% | $68,486+64.8% |
| Participation rate | 71.9% | 75.1%-3.2pp | 82.4%-10.5pp | 67.9%+4.0pp |
| Annual return | -17.82% | -5.97%-11.9pp | 572.31%-590.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,948 | $3,382-42.4% | $4,815-59.5% | $2,597-25.0% |
| Participant deferral / active EE | $3,523 | $6,111-42.4% | $7,448-52.7% | $4,028-12.5% |
| Admin fee / account holder | $2,572 | $6,277-59.0% | $10,007-74.3% | $5,404-52.4% |