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 | $203,755 | $73,863+175.9% | $143,797+41.7% | $68,490+197.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.69% | 0.91%-13.6pp | -0.04%-12.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $9,996 | $3,185+213.9% | $4,952+101.8% | $2,597+284.9% |
| Participant deferral / active EE | $6,972 | $3,385+106.0% | $5,638+23.6% | $4,028+73.1% |
| Admin fee / account holder | $17,413 | $5,756+202.5% | $14,679+18.6% | $5,403+222.3% |