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 | $161,574 | $82,678+95.4% | $125,391+28.9% | $68,490+135.9% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -10.60% | -5.97%-4.6pp | 572.41%-583.0pp | -7.85%-2.7pp |
| Employer contribution / active EE | $4,845 | $3,382+43.2% | $4,816+0.6% | $2,597+86.6% |
| Participant deferral / active EE | $9,689 | $6,111+58.5% | $7,448+30.1% | $4,028+140.6% |
| Admin fee / account holder | $2,137 | $6,277-66.0% | $10,009-78.6% | $5,403-60.4% |