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 | $216,326 | $100,811+114.6% | $86,698+149.5% | $134,545+60.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.08% | 29.11%-34.2pp | 35.96%-41.0pp | 418.37%-423.4pp |
| Employer contribution / active EE | $5,684 | $3,490+62.8% | $2,837+100.4% | $4,742+19.9% |
| Participant deferral / active EE | $11,673 | $5,339+118.6% | $4,656+150.7% | $6,401+82.4% |
| Admin fee / account holder | $531 | $10,926-95.1% | $7,492-92.9% | $11,431-95.4% |