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 | $107,791 | $82,630+30.5% | $64,105+68.1% | $125,389-14.0% |
| Participation rate | 81.8% | 75.9%+6.0pp | 68.2%+13.6pp | 83.2%-1.4pp |
| Annual return | -1.35% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,206 | $2,671-54.8% | $1,820-33.7% | $4,866-75.2% |
| Participant deferral / active EE | $3,227 | $3,608-10.6% | $2,822+14.4% | $5,352-39.7% |
| Admin fee / account holder | $25,101 | $6,382+293.3% | $4,499+457.9% | $9,541+163.1% |