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 | $126,597 | $99,644+27.0% | $86,438+46.5% | $134,532-5.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -19.06% | 6787.26%-6806.3pp | 4397.19%-4416.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,668 | $4,402-39.4% | $3,769-29.2% | $4,741-43.7% |
| Participant deferral / active EE | $5,964 | $7,247-17.7% | $6,952-14.2% | $6,401-6.8% |
| Admin fee / account holder | $2,649 | $8,375-68.4% | $6,733-60.7% | $11,429-76.8% |