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 | $184,580 | $100,811+83.1% | $86,698+112.9% | $134,545+37.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.01% | 29.11%-41.1pp | 35.96%-48.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $6,139 | $3,490+75.9% | $2,837+116.4% | $4,742+29.5% |
| Participant deferral / active EE | $8,328 | $5,339+56.0% | $4,656+78.9% | $6,401+30.1% |
| Admin fee / account holder | $8,026 | $10,926-26.5% | $7,492+7.1% | $11,431-29.8% |