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 | $51,206 | $167,522-69.4% | $151,639-66.2% | $134,532-61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.14% | 7.81%-26.0pp | 3.34%-21.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $12,211 | $6,828+78.8% | $6,165+98.1% | $4,741+157.6% |
| Participant deferral / active EE | $8,742 | $8,986-2.7% | $8,363+4.5% | $6,401+36.6% |
| Admin fee / account holder | $1,846 | $13,780-86.6% | $11,613-84.1% | $11,429-83.8% |