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 | $171,092 | $75,962+125.2% | $154,108+11.0% | $64,173+166.6% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.9pp | 69.6%+24.4pp |
| Annual return | -5.81% | 30.32%-36.1pp | 735.21%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,678 | $3,350-49.9% | $5,298-68.3% | $2,381-29.5% |
| Participant deferral / active EE | $5,249 | $3,175+65.3% | $5,081+3.3% | $3,470+51.3% |
| Admin fee / account holder | $13,986 | $5,589+150.2% | $13,411+4.3% | $4,887+186.2% |