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 | $183,049 | $72,404+152.8% | $110,243+66.0% | $64,173+185.2% |
| Participation rate | 91.0% | 73.3%+17.7pp | 79.8%+11.2pp | 69.6%+21.5pp |
| Annual return | -4.87% | -6.29%+1.4pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $7,388 | $2,282+223.8% | $3,827+93.1% | $2,381+210.3% |
| Participant deferral / active EE | $9,226 | $3,469+165.9% | $4,672+97.5% | $3,470+165.9% |
| Admin fee / account holder | $28,158 | $5,664+397.1% | $8,548+229.4% | $4,887+476.1% |