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 | $88,243 | $152,591-42.2% | $117,529-24.9% | $134,545-34.4% |
| Participation rate | 92.9% | 77.1%+15.7pp | 70.6%+22.3pp | 81.2%+11.6pp |
| Annual return | -18.11% | 53.04%-71.1pp | 29.77%-47.9pp | 418.37%-436.5pp |
| Employer contribution / active EE | $5,610 | $5,576+0.6% | $4,179+34.2% | $4,742+18.3% |
| Participant deferral / active EE | $6,196 | $4,821+28.5% | $4,072+52.1% | $6,401-3.2% |
| Admin fee / account holder | $1,066 | $7,004-84.8% | $5,645-81.1% | $11,431-90.7% |