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 | $135,959 | $64,716+110.1% | $112,258+21.1% | $68,495+98.5% |
| Participation rate | 82.9% | 67.2%+15.8pp | 75.1%+7.9pp | 67.9%+15.0pp |
| Annual return | -13.82% | -11.40%-2.4pp | 27.47%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $7,352 | $2,746+167.7% | $3,636+102.2% | $2,596+183.2% |
| Participant deferral / active EE | $5,719 | $3,565+60.4% | $4,728+20.9% | $4,028+42.0% |
| Admin fee / account holder | $32,794 | $5,232+526.8% | $6,411+411.5% | $5,403+506.9% |