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 | $145,301 | $82,678+75.7% | $125,391+15.9% | $68,490+112.1% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,194 | $3,382+24.0% | $4,816-12.9% | $2,597+61.5% |
| Participant deferral / active EE | $8,248 | $6,111+35.0% | $7,448+10.7% | $4,028+104.8% |
| Admin fee / account holder | $4,527 | $6,277-27.9% | $10,009-54.8% | $5,403-16.2% |