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 | $230,013 | $100,811+128.2% | $86,698+165.3% | $134,545+71.0% |
| Participation rate | 94.1% | 79.0%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -13.01% | 29.11%-42.1pp | 35.96%-49.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $4,084 | $3,490+17.0% | $2,837+44.0% | $4,742-13.9% |
| Participant deferral / active EE | $6,206 | $5,339+16.2% | $4,656+33.3% | $6,401-3.0% |
| Admin fee / account holder | $5,352 | $10,926-51.0% | $7,492-28.6% | $11,431-53.2% |