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 | $102,087 | $75,832+34.6% | $147,617-30.8% | $59,633+71.2% |
| Participation rate | 82.0% | 71.6%+10.4pp | 84.6%-2.6pp | 68.7%+13.3pp |
| Annual return | -0.56% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,050 | $3,485-12.5% | $5,564-45.2% | $2,203+38.4% |
| Participant deferral / active EE | $6,813 | $3,131+117.6% | $4,895+39.2% | $3,192+113.5% |
| Admin fee / account holder | $10,429 | $5,986+74.2% | $11,612-10.2% | $4,297+142.7% |