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 | $190,956 | $45,872+316.3% | $77,096+147.7% | $68,486+178.8% |
| Participation rate | 90.2% | 55.9%+34.3pp | 67.9%+22.3pp | 67.9%+22.3pp |
| Annual return | -13.48% | 1.73%-15.2pp | 42.35%-55.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $12,295 | $1,650+645.4% | $2,814+336.9% | $2,597+373.5% |
| Participant deferral / active EE | $10,122 | $2,963+241.7% | $4,429+128.5% | $4,028+151.3% |
| Admin fee / account holder | $1,018 | $3,041-66.5% | $5,428-81.2% | $5,404-81.2% |