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 | $218,316 | $82,674+164.1% | $125,381+74.1% | $68,486+218.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.10% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $16,091 | $3,382+375.8% | $4,815+234.2% | $2,597+519.7% |
| Participant deferral / active EE | $15,277 | $6,111+150.0% | $7,448+105.1% | $4,028+279.3% |
| Admin fee / account holder | $5,685 | $6,277-9.4% | $10,007-43.2% | $5,404+5.2% |