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 | $162,586 | $82,678+96.6% | $125,391+29.7% | $68,490+137.4% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.41%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,965 | $3,382-12.3% | $4,816-38.4% | $2,597+14.2% |
| Participant deferral / active EE | $9,798 | $6,111+60.3% | $7,448+31.5% | $4,028+143.3% |
| Admin fee / account holder | $36,361 | $6,277+479.2% | $10,009+263.3% | $5,403+573.0% |