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 | $132,294 | $57,352+130.7% | $83,830+57.8% | $64,173+106.2% |
| Participation rate | 82.4% | 68.6%+13.7pp | 76.1%+6.2pp | 69.6%+12.8pp |
| Annual return | -6.49% | 11.38%-17.9pp | 850.97%-857.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $9,948 | $2,546+290.8% | $3,631+174.0% | $2,381+317.9% |
| Participant deferral / active EE | $3,957 | $2,993+32.2% | $4,082-3.1% | $3,470+14.0% |
| Admin fee / account holder | $3,830 | $4,046-5.3% | $5,479-30.1% | $4,887-21.6% |