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 | $162,552 | $95,917+69.5% | $79,583+104.3% | $134,545+20.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.40% | -2.70%-15.7pp | 0.16%-18.6pp | 418.37%-436.8pp |
| Employer contribution / active EE | $5,330 | $3,129+70.3% | $2,414+120.8% | $4,742+12.4% |
| Participant deferral / active EE | $13,454 | $4,694+186.6% | $3,986+237.6% | $6,401+110.2% |
| Admin fee / account holder | $2,230 | $9,132-75.6% | $6,835-67.4% | $11,431-80.5% |