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 | $195,224 | $133,983+45.7% | $112,244+73.9% | $134,493+45.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.53% | 47.13%-64.7pp | 27.46%-45.0pp | 418.01%-435.5pp |
| Employer contribution / active EE | $3,873 | $4,039-4.1% | $3,635+6.5% | $4,740-18.3% |
| Participant deferral / active EE | $9,333 | $5,291+76.4% | $4,728+97.4% | $6,400+45.8% |
| Admin fee / account holder | $1,506 | $7,490-79.9% | $6,411-76.5% | $11,425-86.8% |