Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,158 | $84,493-39.5% | $125,381-59.2% | $66,938-23.6% |
| Participation rate | 83.7% | 76.4%+7.3pp | 82.4%+1.3pp | 69.8%+13.9pp |
| Annual return | -7.58% | -8.49%+0.9pp | 572.31%-579.9pp | 1.58%-9.2pp |
| Employer contribution / active EE | $5,243 | $3,554+47.5% | $4,815+8.9% | $2,545+106.0% |
| Participant deferral / active EE | $10,101 | $6,783+48.9% | $7,448+35.6% | $4,238+138.3% |
| Admin fee / account holder | $4,131 | $685+503.1% | $10,007-58.7% | $594+596.1% |