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 | $167,807 | $45,872+265.8% | $77,081+117.7% | $68,495+145.0% |
| Participation rate | 96.8% | 55.9%+40.9pp | 67.9%+28.9pp | 67.9%+28.9pp |
| Annual return | -13.16% | 1.73%-14.9pp | 42.33%-55.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $6,452 | $1,650+291.1% | $2,813+129.3% | $2,596+148.5% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,704 | $3,041-11.1% | $5,427-50.2% | $5,403-50.0% |