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 | $131,640 | $87,016+51.3% | $63,244+108.1% | $125,389+5.0% |
| Participation rate | 86.7% | 77.1%+9.6pp | 71.0%+15.6pp | 83.2%+3.5pp |
| Annual return | -1.59% | 21.71%-23.3pp | -70.31%+68.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,547 | $3,601-57.0% | $2,322-33.4% | $4,866-68.2% |
| Participant deferral / active EE | $1,792 | $3,939-54.5% | $2,953-39.3% | $5,352-66.5% |
| Admin fee / account holder | $727 | $11,954-93.9% | $5,893-87.7% | $9,541-92.4% |