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 | $204,355 | $107,809+89.6% | $90,657+125.4% | $135,379+50.9% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -8.76% | -0.90%-7.9pp | 1.89%-10.6pp | 519.79%-528.6pp |
| Employer contribution / active EE | $19,414 | $3,018+543.3% | $2,532+666.8% | $4,779+306.2% |
| Participant deferral / active EE | $2,578 | $3,872-33.4% | $3,424-24.7% | $5,609-54.0% |
| Admin fee / account holder | $435 | $5,931-92.7% | $4,994-91.3% | $10,828-96.0% |