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 | $227,878 | $82,678+175.6% | $125,391+81.7% | $68,490+232.7% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $10,577 | $3,382+212.7% | $4,816+119.6% | $2,597+307.3% |
| Participant deferral / active EE | $10,664 | $6,111+74.5% | $7,448+43.2% | $4,028+164.8% |
| Admin fee / account holder | $1,483 | $6,277-76.4% | $10,009-85.2% | $5,403-72.5% |