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 | $135,252 | $82,678+63.6% | $125,391+7.9% | $68,490+97.5% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -14.59% | -5.97%-8.6pp | 572.41%-587.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,207 | $3,382-64.3% | $4,816-74.9% | $2,597-53.5% |
| Participant deferral / active EE | $8,707 | $6,111+42.5% | $7,448+16.9% | $4,028+116.2% |
| Admin fee / account holder | $15,052 | $6,277+139.8% | $10,009+50.4% | $5,403+178.6% |