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 | $140,028 | $133,981+4.5% | $112,249+24.7% | $134,532+4.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.84% | 47.16%-65.0pp | 27.48%-45.3pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,936 | $4,040-52.1% | $3,636-46.8% | $4,741-59.2% |
| Participant deferral / active EE | $5,341 | $5,292+0.9% | $4,729+12.9% | $6,401-16.6% |
| Admin fee / account holder | $2,943 | $7,492-60.7% | $6,412-54.1% | $11,429-74.3% |