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 | $167,674 | $82,674+102.8% | $125,381+33.7% | $68,486+144.8% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -12.15% | -5.97%-6.2pp | 572.31%-584.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $7,939 | $3,382+134.8% | $4,815+64.9% | $2,597+205.7% |
| Participant deferral / active EE | $14,808 | $6,111+142.3% | $7,448+98.8% | $4,028+267.7% |
| Admin fee / account holder | $6,765 | $6,277+7.8% | $10,007-32.4% | $5,404+25.2% |