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 | $195,313 | $93,098+109.8% | $77,081+153.4% | $134,509+45.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.81% | 62.63%-81.4pp | 42.33%-61.1pp | 418.13%-436.9pp |
| Employer contribution / active EE | $4,155 | $3,419+21.5% | $2,813+47.7% | $4,741-12.3% |
| Participant deferral / active EE | $12,679 | $5,239+142.0% | $4,428+186.3% | $6,400+98.1% |
| Admin fee / account holder | $1,851 | $6,945-73.3% | $5,427-65.9% | $11,427-83.8% |