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 | $138,308 | $77,817+77.7% | $123,553+11.9% | $64,173+115.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.31% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,745 | $3,014+90.6% | $4,628+24.1% | $2,381+141.3% |
| Participant deferral / active EE | $11,852 | $5,240+126.2% | $6,426+84.4% | $3,470+241.6% |
| Admin fee / account holder | $31,891 | $5,519+477.8% | $9,284+243.5% | $4,887+552.5% |