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 | $133,194 | $82,288+61.9% | $68,794+93.6% | $134,509-1.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.5pp |
| Annual return | -14.96% | -2.19%-12.8pp | -6.37%-8.6pp | 418.13%-433.1pp |
| Employer contribution / active EE | $7,269 | $3,301+120.2% | $2,656+173.7% | $4,741+53.3% |
| Participant deferral / active EE | $5,504 | $4,738+16.1% | $3,941+39.6% | $6,400-14.0% |
| Admin fee / account holder | $3,792 | $6,482-41.5% | $4,934-23.2% | $11,427-66.8% |