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 | $78,616 | $133,998-41.3% | $112,263-30.0% | $134,545-41.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -18.45% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $13,348 | $4,040+230.4% | $3,636+267.1% | $4,742+181.5% |
| Participant deferral / active EE | $3,992 | $5,292-24.6% | $4,729-15.6% | $6,401-37.6% |
| Admin fee / account holder | $5,575 | $7,493-25.6% | $6,410-13.0% | $11,431-51.2% |