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 | $195,890 | $75,962+157.9% | $154,108+27.1% | $64,173+205.3% |
| Participation rate | 98.9% | 70.4%+28.4pp | 83.0%+15.8pp | 69.6%+29.3pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $8,209 | $3,350+145.0% | $5,298+55.0% | $2,381+244.8% |
| Participant deferral / active EE | $6,571 | $3,175+107.0% | $5,081+29.3% | $3,470+89.4% |
| Admin fee / account holder | $6,596 | $5,589+18.0% | $13,411-50.8% | $4,887+34.9% |