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 | $168,480 | $82,674+103.8% | $125,381+34.4% | $68,486+146.0% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -17.72% | -5.97%-11.8pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,936 | $3,382-13.2% | $4,815-39.0% | $2,597+13.1% |
| Participant deferral / active EE | $11,348 | $6,111+85.7% | $7,448+52.4% | $4,028+181.8% |
| Admin fee / account holder | $3,051 | $6,277-51.4% | $10,007-69.5% | $5,404-43.5% |