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 | $152,984 | $82,674+85.0% | $125,381+22.0% | $68,486+123.4% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -12.15% | -5.97%-6.2pp | 572.31%-584.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $8,630 | $3,382+155.2% | $4,815+79.2% | $2,597+232.4% |
| Participant deferral / active EE | $15,211 | $6,111+148.9% | $7,448+104.2% | $4,028+277.7% |
| Admin fee / account holder | $4,698 | $6,277-25.1% | $10,007-53.0% | $5,404-13.1% |