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 | $99,267 | $59,116+67.9% | $86,438+14.8% | $68,486+44.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -18.51% | -0.23%-18.3pp | 4397.19%-4415.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,914 | $2,519-24.0% | $3,769-49.2% | $2,597-26.3% |
| Participant deferral / active EE | $8,362 | $5,902+41.7% | $6,952+20.3% | $4,028+107.6% |
| Admin fee / account holder | $8,054 | $5,639+42.8% | $6,733+19.6% | $5,404+49.0% |