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 | $157,292 | $100,805+56.0% | $86,698+81.4% | $134,532+16.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.04% | 29.09%-45.1pp | 35.95%-52.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $17,615 | $3,490+404.7% | $2,837+521.0% | $4,741+271.5% |
| Participant deferral / active EE | $8,480 | $5,339+58.8% | $4,656+82.1% | $6,401+32.5% |
| Admin fee / account holder | $11,227 | $10,925+2.8% | $7,493+49.8% | $11,429-1.8% |