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 | $133,610 | $84,493+58.1% | $125,381+6.6% | $66,938+99.6% |
| Participation rate | 88.2% | 76.4%+11.8pp | 82.4%+5.9pp | 69.8%+18.4pp |
| Annual return | -16.83% | -8.49%-8.3pp | 572.31%-589.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,003 | $3,554-15.5% | $4,815-37.6% | $2,545+18.0% |
| Participant deferral / active EE | $10,529 | $6,783+55.2% | $7,448+41.4% | $4,238+148.4% |
| Admin fee / account holder | $11,800 | $685+1622.6% | $10,007+17.9% | $594+1888.2% |