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 | $122,543 | $135,645-9.7% | $110,243+11.2% | $135,380-9.5% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | -5.67% | 513.24%-518.9pp | 314.76%-320.4pp | 519.81%-525.5pp |
| Employer contribution / active EE | $4,502 | $4,907-8.2% | $3,827+17.7% | $4,779-5.8% |
| Participant deferral / active EE | $5,832 | $5,507+5.9% | $4,672+24.8% | $5,609+4.0% |
| Admin fee / account holder | $19,987 | $11,458+74.4% | $8,548+133.8% | $10,828+84.6% |