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 | $197,078 | $82,674+138.4% | $125,381+57.2% | $68,486+187.8% |
| Participation rate | 82.0% | 75.1%+6.9pp | 82.4%-0.4pp | 67.9%+14.1pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,006 | $3,382-11.1% | $4,815-37.6% | $2,597+15.8% |
| Participant deferral / active EE | $8,517 | $6,111+39.4% | $7,448+14.4% | $4,028+111.5% |
| Admin fee / account holder | $4,177 | $6,277-33.5% | $10,007-58.3% | $5,404-22.7% |