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 | $174,944 | $77,816+124.8% | $123,549+41.6% | $64,181+172.6% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -5.22% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,779 | $5,240+29.4% | $6,426+5.5% | $3,470+95.4% |
| Admin fee / account holder | $18,431 | $5,519+234.0% | $9,284+98.5% | $4,887+277.1% |