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 | $248,844 | $82,674+201.0% | $125,363+98.5% | $68,495+263.3% |
| Participation rate | 97.0% | 75.0%+22.0pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -9.21% | -5.97%-3.2pp | 572.15%-581.4pp | -7.84%-1.4pp |
| Employer contribution / active EE | $4,533 | $3,382+34.1% | $4,815-5.8% | $2,596+74.6% |
| Participant deferral / active EE | $10,088 | $6,111+65.1% | $7,447+35.5% | $4,028+150.5% |
| Admin fee / account holder | $3,638 | $6,276-42.0% | $10,005-63.6% | $5,403-32.7% |