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 | $109,936 | $75,962+44.7% | $154,108-28.7% | $64,173+71.3% |
| Participation rate | 86.1% | 70.4%+15.7pp | 83.0%+3.0pp | 69.6%+16.5pp |
| Annual return | -4.89% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,604 | $3,350+37.4% | $5,298-13.1% | $2,381+93.4% |
| Participant deferral / active EE | $4,254 | $3,175+34.0% | $5,081-16.3% | $3,470+22.6% |
| Admin fee / account holder | $2,339 | $5,589-58.1% | $13,411-82.6% | $4,887-52.1% |