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 | $190,504 | $93,117+104.6% | $77,096+147.1% | $134,532+41.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -19.86% | 62.67%-82.5pp | 42.35%-62.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $3,242 | $3,420-5.2% | $2,814+15.2% | $4,741-31.6% |
| Participant deferral / active EE | $6,625 | $5,241+26.4% | $4,429+49.6% | $6,401+3.5% |
| Admin fee / account holder | $8,625 | $6,948+24.1% | $5,428+58.9% | $11,429-24.5% |