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 | $187,758 | $95,917+95.8% | $79,583+135.9% | $134,545+39.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.76% | -2.70%-11.1pp | 0.16%-13.9pp | 418.37%-432.1pp |
| Employer contribution / active EE | $10,921 | $3,129+249.0% | $2,414+352.5% | $4,742+130.3% |
| Participant deferral / active EE | $8,667 | $4,694+84.6% | $3,986+117.5% | $6,401+35.4% |
| Admin fee / account holder | $5,809 | $9,132-36.4% | $6,835-15.0% | $11,431-49.2% |