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 | $161,754 | $93,124+73.7% | $77,100+109.8% | $134,545+20.2% |
| Participation rate | 95.0% | 74.5%+20.5pp | 67.9%+27.1pp | 81.2%+13.8pp |
| Annual return | -18.09% | 62.68%-80.8pp | 42.35%-60.4pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,838 | $3,421-17.1% | $2,815+0.8% | $4,742-40.2% |
| Participant deferral / active EE | $11,003 | $5,242+109.9% | $4,430+148.4% | $6,401+71.9% |
| Admin fee / account holder | $18,500 | $6,970+165.4% | $5,443+239.9% | $11,431+61.8% |