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 | $129,336 | $92,766+39.4% | $82,763+56.3% | $134,545-3.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.93% | 946.97%-962.9pp | 702.45%-718.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $887 | $3,273-72.9% | $3,008-70.5% | $4,742-81.3% |
| Participant deferral / active EE | $4,826 | $4,802+0.5% | $4,395+9.8% | $6,401-24.6% |
| Admin fee / account holder | $2,091 | $5,978-65.0% | $5,325-60.7% | $11,431-81.7% |