Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $221,286 | $100,805+119.5% | $86,698+155.2% | $134,532+64.5% |
| Participation rate | 86.7% | 79.0%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -16.47% | 29.09%-45.6pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,444 | $3,490-30.0% | $2,837-13.8% | $4,741-48.4% |
| Participant deferral / active EE | $12,811 | $5,339+139.9% | $4,656+175.1% | $6,401+100.1% |
| Admin fee / account holder | $9,621 | $10,925-11.9% | $7,493+28.4% | $11,429-15.8% |