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 | $131,794 | $75,832+73.8% | $147,617-10.7% | $59,633+121.0% |
| Participation rate | 83.0% | 71.6%+11.4pp | 84.6%-1.6pp | 68.7%+14.3pp |
| Annual return | -2.30% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $7,004 | $3,485+101.0% | $5,564+25.9% | $2,203+218.0% |
| Participant deferral / active EE | $3,877 | $3,131+23.8% | $4,895-20.8% | $3,192+21.5% |
| Admin fee / account holder | $551 | $5,986-90.8% | $11,612-95.3% | $4,297-87.2% |