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 | $175,383 | $67,214+160.9% | $61,491+185.2% | $134,532+30.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.27% | -12.08%+2.8pp | -12.98%+3.7pp | 418.27%-427.5pp |
| Employer contribution / active EE | $8,400 | $4,974+68.9% | $4,246+97.8% | $4,741+77.2% |
| Participant deferral / active EE | $8,309 | $6,103+36.1% | $5,188+60.1% | $6,401+29.8% |
| Admin fee / account holder | $13,621 | $4,610+195.4% | $4,312+215.9% | $11,429+19.2% |