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 | $97,425 | $95,975+1.5% | $74,549+30.7% | $135,379-28.0% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -5.17% | 56.96%-62.1pp | 32.53%-37.7pp | 519.79%-525.0pp |
| Employer contribution / active EE | $3,222 | $2,716+18.6% | $1,961+64.3% | $4,779-32.6% |
| Participant deferral / active EE | $8,681 | $3,844+125.9% | $3,108+179.3% | $5,609+54.8% |
| Admin fee / account holder | $9,215 | $6,522+41.3% | $5,059+82.2% | $10,828-14.9% |