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 | $139,125 | $94,529+47.2% | $140,019-0.6% | $64,173+116.8% |
| Participation rate | 82.4% | 84.1%-1.7pp | 87.5%-5.1pp | 69.6%+12.9pp |
| Annual return | -4.66% | 7.77%-12.4pp | 651.17%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,934 | $3,812+55.6% | $5,605+5.9% | $2,381+149.2% |
| Participant deferral / active EE | $12,775 | $5,250+143.3% | $6,927+84.4% | $3,470+268.2% |
| Admin fee / account holder | $1,872 | $6,741-72.2% | $10,705-82.5% | $4,887-61.7% |