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 | $115,279 | $100,805+14.4% | $86,698+33.0% | $134,532-14.3% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.06% | 29.09%-47.1pp | 35.95%-54.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $3,995 | $3,490+14.5% | $2,837+40.8% | $4,741-15.7% |
| Participant deferral / active EE | $16,561 | $5,339+210.2% | $4,656+255.7% | $6,401+158.7% |
| Admin fee / account holder | $653 | $10,925-94.0% | $7,493-91.3% | $11,429-94.3% |