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 | $208,551 | $77,816+168.0% | $123,549+68.8% | $64,181+224.9% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.5pp |
| Annual return | -3.58% | 12.49%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $14,432 | $3,014+378.8% | $4,628+211.8% | $2,381+506.2% |
| Participant deferral / active EE | $7,338 | $5,240+40.0% | $6,426+14.2% | $3,470+111.5% |
| Admin fee / account holder | $16,310 | $5,519+195.5% | $9,284+75.7% | $4,887+233.7% |