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 | $96,518 | $99,644-3.1% | $86,438+11.7% | $134,532-28.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.40% | 6787.26%-6806.7pp | 4397.19%-4416.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $5,224 | $4,402+18.7% | $3,769+38.6% | $4,741+10.2% |
| Participant deferral / active EE | $7,991 | $7,247+10.3% | $6,952+14.9% | $6,401+24.8% |
| Admin fee / account holder | $2,267 | $8,375-72.9% | $6,733-66.3% | $11,429-80.2% |