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 | $124,214 | $82,678+50.2% | $125,391-0.9% | $68,490+81.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -13.04% | -5.97%-7.1pp | 572.41%-585.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $7,820 | $3,382+131.2% | $4,816+62.4% | $2,597+201.2% |
| Participant deferral / active EE | $9,192 | $6,111+50.4% | $7,448+23.4% | $4,028+128.2% |
| Admin fee / account holder | $11,074 | $6,277+76.4% | $10,009+10.6% | $5,403+105.0% |