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 | $98,575 | $106,551-7.5% | $91,225+8.1% | $134,532-26.7% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -12.63% | 160.78%-173.4pp | 114.12%-126.8pp | 418.27%-430.9pp |
| Employer contribution / active EE | $1,702 | $3,331-48.9% | $2,851-40.3% | $4,741-64.1% |
| Participant deferral / active EE | $5,097 | $4,718+8.0% | $4,233+20.4% | $6,401-20.4% |
| Admin fee / account holder | $10,266 | $6,234+64.7% | $5,422+89.3% | $11,429-10.2% |