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 | $216,814 | $82,674+162.2% | $125,381+72.9% | $68,486+216.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.34% | -5.97%-6.4pp | 572.31%-584.6pp | -7.85%-4.5pp |
| Employer contribution / active EE | $8,295 | $3,382+145.3% | $4,815+72.3% | $2,597+219.5% |
| Participant deferral / active EE | $7,138 | $6,111+16.8% | $7,448-4.2% | $4,028+77.2% |
| Admin fee / account holder | $11,832 | $6,277+88.5% | $10,007+18.2% | $5,404+118.9% |