Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $152,274 | $53,546+184.4% | $69,890+117.9% | $68,490+122.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.82% | -13.87%-0.9pp | 190.84%-205.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $5,191 | $2,019+157.1% | $2,560+102.8% | $2,597+99.9% |
| Participant deferral / active EE | $6,394 | $2,957+116.2% | $3,848+66.1% | $4,028+58.7% |
| Admin fee / account holder | $1,578 | $4,693-66.4% | $6,267-74.8% | $5,403-70.8% |