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 | $225,504 | $54,370+314.8% | $82,763+172.5% | $68,490+229.2% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -16.56% | -13.67%-2.9pp | 702.45%-719.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $7,499 | $2,219+237.9% | $3,008+149.3% | $2,597+188.8% |
| Participant deferral / active EE | $7,785 | $3,247+139.8% | $4,395+77.1% | $4,028+93.3% |
| Admin fee / account holder | $5,775 | $4,398+31.3% | $5,325+8.5% | $5,403+6.9% |