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 | $136,743 | $82,678+65.4% | $125,391+9.1% | $68,490+99.7% |
| Participation rate | 77.6% | 75.1%+2.5pp | 82.4%-4.8pp | 67.9%+9.7pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,950 | $3,382-12.8% | $4,816-38.7% | $2,597+13.6% |
| Participant deferral / active EE | $5,690 | $6,111-6.9% | $7,448-23.6% | $4,028+41.3% |
| Admin fee / account holder | $2,276 | $6,277-63.7% | $10,009-77.3% | $5,403-57.9% |