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 | $131,908 | $82,678+59.5% | $125,391+5.2% | $68,490+92.6% |
| Participation rate | 81.3% | 75.1%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -14.27% | -5.97%-8.3pp | 572.41%-586.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,549 | $3,382-24.6% | $4,816-47.1% | $2,597-1.8% |
| Participant deferral / active EE | $9,291 | $6,111+52.0% | $7,448+24.7% | $4,028+130.7% |
| Admin fee / account holder | $1,333 | $6,277-78.8% | $10,009-86.7% | $5,403-75.3% |