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 | $113,017 | $75,962+48.8% | $154,108-26.7% | $64,173+76.1% |
| Participation rate | 96.1% | 70.4%+25.7pp | 83.0%+13.0pp | 69.6%+26.5pp |
| Annual return | -5.26% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,434 | $3,350-27.3% | $5,298-54.1% | $2,381+2.2% |
| Participant deferral / active EE | $4,971 | $3,175+56.6% | $5,081-2.2% | $3,470+43.3% |
| Admin fee / account holder | $10,215 | $5,589+82.8% | $13,411-23.8% | $4,887+109.0% |