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 | $192,465 | $95,193+102.2% | $76,523+151.5% | $135,382+42.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.70% | 4.85%-11.6pp | -0.27%-6.4pp | 519.77%-526.5pp |
| Employer contribution / active EE | $7,759 | $3,302+135.0% | $2,647+193.1% | $4,779+62.4% |
| Participant deferral / active EE | $7,537 | $4,639+62.5% | $3,835+96.5% | $5,609+34.4% |
| Admin fee / account holder | $2,620 | $6,249-58.1% | $4,848-46.0% | $10,829-75.8% |