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 | $217,807 | $75,959+186.7% | $154,114+41.3% | $64,181+239.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.21% | 30.32%-35.5pp | 735.16%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $8,445 | $3,350+152.1% | $5,298+59.4% | $2,381+254.7% |
| Participant deferral / active EE | $6,117 | $3,175+92.7% | $5,081+20.4% | $3,470+76.3% |
| Admin fee / account holder | $5,779 | $5,589+3.4% | $13,411-56.9% | $4,887+18.2% |