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 | $162,033 | $93,098+74.0% | $77,081+110.2% | $134,509+20.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -14.10% | 62.63%-76.7pp | 42.33%-56.4pp | 418.13%-432.2pp |
| Employer contribution / active EE | $1,891 | $3,419-44.7% | $2,813-32.8% | $4,741-60.1% |
| Participant deferral / active EE | $8,497 | $5,239+62.2% | $4,428+91.9% | $6,400+32.8% |
| Admin fee / account holder | $19,552 | $6,945+181.5% | $5,427+260.3% | $11,427+71.1% |