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 | $76,492 | $43,730+74.9% | $121,220-36.9% | $64,173+19.2% |
| Participation rate | 98.3% | 58.3%+40.0pp | 71.8%+26.6pp | 69.6%+28.8pp |
| Annual return | -5.49% | 68.94%-74.4pp | 16.94%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,996 | $1,297+131.1% | $4,023-25.5% | $2,381+25.9% |
| Participant deferral / active EE | $5,993 | $2,281+162.8% | $3,345+79.2% | $3,470+72.7% |
| Admin fee / account holder | $22,750 | $3,502+549.5% | $5,021+353.1% | $4,887+365.5% |