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 | $216,713 | $59,116+266.6% | $86,438+150.7% | $68,486+216.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -17.53% | -0.23%-17.3pp | 4397.19%-4414.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,691 | $2,519+6.8% | $3,769-28.6% | $2,597+3.6% |
| Participant deferral / active EE | $9,767 | $5,902+65.5% | $6,952+40.5% | $4,028+142.5% |
| Admin fee / account holder | $1,733 | $5,639-69.3% | $6,733-74.3% | $5,404-67.9% |