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 | $138,458 | $82,674+67.5% | $125,381+10.4% | $68,486+102.2% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.4%-8.9pp | 67.9%+5.6pp |
| Annual return | -18.86% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,686 | $3,382-50.1% | $4,815-65.0% | $2,597-35.1% |
| Participant deferral / active EE | $8,323 | $6,111+36.2% | $7,448+11.7% | $4,028+106.6% |
| Admin fee / account holder | $5,389 | $6,277-14.1% | $10,007-46.1% | $5,404-0.3% |