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 | $85,434 | $93,117-8.3% | $77,096+10.8% | $134,532-36.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.5pp |
| Annual return | -19.36% | 62.67%-82.0pp | 42.35%-61.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $2,278 | $3,420-33.4% | $2,814-19.1% | $4,741-52.0% |
| Participant deferral / active EE | $6,854 | $5,241+30.8% | $4,429+54.8% | $6,401+7.1% |
| Admin fee / account holder | $7,413 | $6,948+6.7% | $5,428+36.6% | $11,429-35.1% |