Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $108,440 | $100,805+7.6% | $86,698+25.1% | $134,532-19.4% |
| Participation rate | 76.5% | 79.0%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -18.89% | 29.09%-48.0pp | 35.95%-54.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,752 | $3,490-21.1% | $2,837-3.0% | $4,741-42.0% |
| Participant deferral / active EE | $4,945 | $5,339-7.4% | $4,656+6.2% | $6,401-22.7% |
| Admin fee / account holder | $9,129 | $10,925-16.4% | $7,493+21.8% | $11,429-20.1% |