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 | $141,500 | $82,678+71.1% | $125,391+12.8% | $68,490+106.6% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -15.91% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $5,475 | $3,382+61.9% | $4,816+13.7% | $2,597+110.8% |
| Participant deferral / active EE | $6,589 | $6,111+7.8% | $7,448-11.5% | $4,028+63.6% |
| Admin fee / account holder | $22,031 | $6,277+251.0% | $10,009+120.1% | $5,403+307.8% |