Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $143,898 | $100,811+42.7% | $86,698+66.0% | $134,545+7.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.82% | 29.11%-47.9pp | 35.96%-54.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,890 | $3,490-17.2% | $2,837+1.9% | $4,742-39.0% |
| Participant deferral / active EE | $6,248 | $5,339+17.0% | $4,656+34.2% | $6,401-2.4% |
| Admin fee / account holder | $40,162 | $10,926+267.6% | $7,492+436.1% | $11,431+251.4% |