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 | $111,912 | $54,355+105.9% | $82,744+35.3% | $68,486+63.4% |
| Participation rate | 92.5% | 63.9%+28.6pp | 72.6%+19.9pp | 67.9%+24.6pp |
| Annual return | -15.08% | -13.67%-1.4pp | 702.22%-717.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $8,544 | $2,219+285.1% | $3,008+184.1% | $2,597+229.1% |
| Participant deferral / active EE | $10,712 | $3,246+229.9% | $4,395+143.7% | $4,028+166.0% |
| Admin fee / account holder | $3,745 | $4,397-14.8% | $5,325-29.7% | $5,404-30.7% |