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 | $207,043 | $100,805+105.4% | $86,698+138.8% | $134,532+53.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.50% | 29.09%-48.6pp | 35.95%-55.4pp | 418.27%-437.8pp |
| Employer contribution / active EE | $8,763 | $3,490+151.1% | $2,837+208.9% | $4,741+84.8% |
| Participant deferral / active EE | $6,420 | $5,339+20.2% | $4,656+37.9% | $6,401+0.3% |
| Admin fee / account holder | $1,409 | $10,925-87.1% | $7,493-81.2% | $11,429-87.7% |