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 | $125,625 | $82,674+52.0% | $125,363+0.2% | $68,495+83.4% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -15.05% | -5.97%-9.1pp | 572.15%-587.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,586 | $3,382-53.1% | $4,815-67.1% | $2,596-38.9% |
| Participant deferral / active EE | $10,344 | $6,111+69.3% | $7,447+38.9% | $4,028+156.8% |
| Admin fee / account holder | $8,927 | $6,276+42.2% | $10,005-10.8% | $5,403+65.2% |