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 | $123,958 | $95,915+29.2% | $79,580+55.8% | $134,532-7.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -14.06% | -2.71%-11.4pp | 0.15%-14.2pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,215 | $3,129-61.2% | $2,413-49.7% | $4,741-74.4% |
| Participant deferral / active EE | $5,282 | $4,693+12.5% | $3,985+32.5% | $6,401-17.5% |
| Admin fee / account holder | $4,111 | $9,132-55.0% | $6,835-39.8% | $11,429-64.0% |