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 | $203,687 | $100,792+102.1% | $86,691+135.0% | $134,509+51.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.68% | 29.08%-42.8pp | 35.94%-49.6pp | 418.13%-431.8pp |
| Employer contribution / active EE | $4,401 | $3,491+26.1% | $2,837+55.1% | $4,741-7.2% |
| Participant deferral / active EE | $4,854 | $5,339-9.1% | $4,656+4.3% | $6,400-24.2% |
| Admin fee / account holder | $2,392 | $10,924-78.1% | $7,492-68.1% | $11,427-79.1% |