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 | $93,195 | $133,981-30.4% | $112,249-17.0% | $134,532-30.7% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -13.38% | 47.16%-60.5pp | 27.48%-40.9pp | 418.27%-431.6pp |
| Employer contribution / active EE | $10,652 | $4,040+163.7% | $3,636+193.0% | $4,741+124.7% |
| Participant deferral / active EE | $7,978 | $5,292+50.8% | $4,729+68.7% | $6,401+24.6% |
| Admin fee / account holder | $2,817 | $7,492-62.4% | $6,412-56.1% | $11,429-75.4% |