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 | $138,742 | $135,645+2.3% | $110,243+25.9% | $135,379+2.5% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -5.12% | 513.24%-518.4pp | 314.76%-319.9pp | 519.79%-524.9pp |
| Employer contribution / active EE | $2,525 | $4,907-48.5% | $3,827-34.0% | $4,779-47.2% |
| Participant deferral / active EE | $4,097 | $5,507-25.6% | $4,672-12.3% | $5,609-26.9% |
| Admin fee / account holder | $2,254 | $11,458-80.3% | $8,548-73.6% | $10,828-79.2% |