Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $154,907 | $167,533-7.5% | $151,645+2.2% | $134,545+15.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.93% | 7.81%-24.7pp | 3.34%-20.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $12,656 | $6,828+85.3% | $6,165+105.3% | $4,742+166.9% |
| Participant deferral / active EE | $14,839 | $8,985+65.2% | $8,363+77.4% | $6,401+131.8% |
| Admin fee / account holder | $5,328 | $13,781-61.3% | $11,614-54.1% | $11,431-53.4% |