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 | $170,700 | $75,962+124.7% | $154,108+10.8% | $64,173+166.0% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -5.86% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,338 | $3,350+89.2% | $5,298+19.6% | $2,381+166.2% |
| Participant deferral / active EE | $9,332 | $3,175+194.0% | $5,081+83.7% | $3,470+169.0% |
| Admin fee / account holder | $1,972 | $5,589-64.7% | $13,411-85.3% | $4,887-59.7% |