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 | $123,483 | $134,001-7.8% | $112,258+10.0% | $134,509-8.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -18.80% | 47.15%-65.9pp | 27.47%-46.3pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,330 | $4,039-42.3% | $3,636-35.9% | $4,741-50.8% |
| Participant deferral / active EE | $4,587 | $5,291-13.3% | $4,728-3.0% | $6,400-28.3% |
| Admin fee / account holder | $8,719 | $7,491+16.4% | $6,411+36.0% | $11,427-23.7% |