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 | $107,084 | $75,832+41.2% | $147,617-27.5% | $59,633+79.6% |
| Participation rate | 95.2% | 71.6%+23.7pp | 84.6%+10.6pp | 68.7%+26.6pp |
| Annual return | -2.71% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $8,318 | $3,485+138.7% | $5,564+49.5% | $2,203+277.7% |
| Participant deferral / active EE | $3,808 | $3,131+21.6% | $4,895-22.2% | $3,192+19.3% |
| Admin fee / account holder | $11,814 | $5,986+97.4% | $11,612+1.7% | $4,297+174.9% |