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 | $147,459 | $75,962+94.1% | $154,108-4.3% | $64,173+129.8% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.3pp |
| Annual return | -5.90% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,045 | $3,350+50.6% | $5,298-4.8% | $2,381+111.9% |
| Participant deferral / active EE | $5,040 | $3,175+58.7% | $5,081-0.8% | $3,470+45.2% |
| Admin fee / account holder | $4,049 | $5,589-27.5% | $13,411-69.8% | $4,887-17.1% |