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 | $205,420 | $97,732+110.2% | $83,831+145.0% | $135,380+51.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.92% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,340 | $4,222+2.8% | $3,631+19.5% | $4,779-9.2% |
| Participant deferral / active EE | $11,508 | $4,683+145.8% | $4,082+181.9% | $5,609+105.2% |
| Admin fee / account holder | $8,308 | $6,675+24.5% | $5,479+51.6% | $10,828-23.3% |