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 | $170,738 | $84,551+101.9% | $61,452+177.8% | $134,532+26.9% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -17.47% | 585.39%-602.9pp | 338.96%-356.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,375 | $1,545-11.0% | $1,160+18.5% | $4,741-71.0% |
| Participant deferral / active EE | $12,950 | $2,818+359.5% | $2,125+509.5% | $6,401+102.3% |
| Admin fee / account holder | $12,019 | $2,587+364.5% | $2,131+464.0% | $11,429+5.2% |