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 | $134,813 | $100,805+33.7% | $86,698+55.5% | $134,532+0.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.39% | 29.09%-45.5pp | 35.95%-52.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $6,918 | $3,490+98.2% | $2,837+143.9% | $4,741+45.9% |
| Participant deferral / active EE | $4,147 | $5,339-22.3% | $4,656-10.9% | $6,401-35.2% |
| Admin fee / account holder | $10,658 | $10,925-2.4% | $7,493+42.2% | $11,429-6.7% |