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 | $163,971 | $72,404+126.5% | $110,243+48.7% | $64,173+155.5% |
| Participation rate | 90.7% | 73.3%+17.4pp | 79.8%+10.9pp | 69.6%+21.1pp |
| Annual return | -5.74% | -6.29%+0.5pp | 314.76%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $14,485 | $2,282+534.8% | $3,827+278.5% | $2,381+508.4% |
| Participant deferral / active EE | $3,931 | $3,469+13.3% | $4,672-15.9% | $3,470+13.3% |
| Admin fee / account holder | $4,514 | $5,664-20.3% | $8,548-47.2% | $4,887-7.6% |