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 | $208,194 | $77,817+167.5% | $123,553+68.5% | $64,173+224.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.97% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,916 | $3,014+96.3% | $4,628+27.8% | $2,381+148.5% |
| Participant deferral / active EE | $5,070 | $5,240-3.2% | $6,426-21.1% | $3,470+46.1% |
| Admin fee / account holder | $5,517 | $5,5190% | $9,284-40.6% | $4,887+12.9% |