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 | $59,377 | $93,124-36.2% | $77,100-23.0% | $134,545-55.9% |
| Participation rate | 93.3% | 74.5%+18.8pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -14.76% | 62.68%-77.4pp | 42.35%-57.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $8,799 | $3,421+157.2% | $2,815+212.6% | $4,742+85.6% |
| Participant deferral / active EE | $5,166 | $5,242-1.5% | $4,430+16.6% | $6,401-19.3% |
| Admin fee / account holder | $7,361 | $6,970+5.6% | $5,443+35.2% | $11,431-35.6% |