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 | $109,363 | $75,962+44.0% | $154,111-29.0% | $64,173+70.4% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | -6.69% | 30.32%-37.0pp | 735.18%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,792 | $3,350-46.5% | $5,298-66.2% | $2,381-24.7% |
| Participant deferral / active EE | $3,219 | $3,175+1.4% | $5,081-36.6% | $3,470-7.2% |
| Admin fee / account holder | $931 | $5,589-83.3% | $13,411-93.1% | $4,887-81.0% |