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 | $181,409 | $138,075+31.4% | $123,552+46.8% | $135,379+34.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -2.67% | 153.70%-156.4pp | 119.20%-121.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $8,312 | $5,152+61.4% | $4,628+79.6% | $4,779+73.9% |
| Participant deferral / active EE | $6,212 | $6,800-8.6% | $6,426-3.3% | $5,609+10.7% |
| Admin fee / account holder | $2,699 | $10,917-75.3% | $9,285-70.9% | $10,828-75.1% |