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 | $128,222 | $82,678+55.1% | $125,391+2.3% | $68,490+87.2% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -18.52% | -5.97%-12.6pp | 572.41%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $4,186 | $3,382+23.8% | $4,816-13.1% | $2,597+61.2% |
| Participant deferral / active EE | $10,152 | $6,111+66.1% | $7,448+36.3% | $4,028+152.0% |
| Admin fee / account holder | $28,639 | $6,277+356.2% | $10,009+186.1% | $5,403+430.1% |