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 | $236,015 | $64,729+264.6% | $112,263+110.2% | $68,490+244.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.98% | -11.40%-7.6pp | 27.49%-46.5pp | -7.85%-11.1pp |
| Employer contribution / active EE | $5,138 | $2,746+87.1% | $3,636+41.3% | $2,597+97.9% |
| Participant deferral / active EE | $13,376 | $3,566+275.1% | $4,729+182.8% | $4,028+232.1% |
| Admin fee / account holder | $35,584 | $5,222+581.5% | $6,410+455.1% | $5,403+558.6% |