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 | $194,392 | $138,075+40.8% | $123,552+57.3% | $135,379+43.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.40% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $4,310 | $5,152-16.3% | $4,628-6.9% | $4,779-9.8% |
| Participant deferral / active EE | $6,590 | $6,800-3.1% | $6,426+2.5% | $5,609+17.5% |
| Admin fee / account holder | $7,809 | $10,917-28.5% | $9,285-15.9% | $10,828-27.9% |