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 | $163,870 | $82,674+98.2% | $125,381+30.7% | $68,486+139.3% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -16.49% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $5,746 | $3,382+69.9% | $4,815+19.3% | $2,597+121.3% |
| Participant deferral / active EE | $6,031 | $6,111-1.3% | $7,448-19.0% | $4,028+49.7% |
| Admin fee / account holder | $5,415 | $6,277-13.7% | $10,007-45.9% | $5,404+0.2% |