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 | $114,802 | $54,357+111.2% | $82,706+38.8% | $68,495+67.6% |
| Participation rate | 96.8% | 63.9%+32.9pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -12.16% | -13.67%+1.5pp | 701.76%-713.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $6,355 | $2,218+186.5% | $3,007+111.3% | $2,596+144.8% |
| Participant deferral / active EE | $5,085 | $3,246+56.6% | $4,394+15.7% | $4,028+26.3% |
| Admin fee / account holder | $753 | $4,396-82.9% | $5,329-85.9% | $5,403-86.1% |