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 | $115,548 | $138,075-16.3% | $123,552-6.5% | $135,379-14.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -8.84% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,477 | $5,152-51.9% | $4,628-46.5% | $4,779-48.2% |
| Participant deferral / active EE | $5,142 | $6,800-24.4% | $6,426-20.0% | $5,609-8.3% |
| Admin fee / account holder | $9,459 | $10,917-13.4% | $9,285+1.9% | $10,828-12.6% |