Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,328 | $138,114-38.2% | $125,391-32.0% | $134,545-36.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -2.32% | 750.88%-753.2pp | 572.41%-574.7pp | 418.37%-420.7pp |
| Employer contribution / active EE | $2,095 | $5,246-60.1% | $4,816-56.5% | $4,742-55.8% |
| Participant deferral / active EE | $6,494 | $7,801-16.8% | $7,448-12.8% | $6,401+1.5% |
| Admin fee / account holder | $3,291 | $11,570-71.6% | $10,009-67.1% | $11,431-71.2% |