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 | $151,215 | $129,960+16.4% | $104,299+45.0% | $134,545+12.4% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -16.46% | 42.06%-58.5pp | 24.62%-41.1pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,380 | $4,186-19.2% | $3,373+0.2% | $4,742-28.7% |
| Participant deferral / active EE | $9,206 | $5,589+64.7% | $4,626+99.0% | $6,401+43.8% |
| Admin fee / account holder | $393 | $9,324-95.8% | $7,339-94.7% | $11,431-96.6% |