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 | $155,478 | $100,811+54.2% | $86,698+79.3% | $134,545+15.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.02% | 29.11%-49.1pp | 35.96%-56.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $6,717 | $3,490+92.5% | $2,837+136.8% | $4,742+41.7% |
| Participant deferral / active EE | $7,181 | $5,339+34.5% | $4,656+54.2% | $6,401+12.2% |
| Admin fee / account holder | $4,584 | $10,926-58.0% | $7,492-38.8% | $11,431-59.9% |