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 | $171,485 | $64,729+164.9% | $112,263+52.8% | $68,490+150.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.10% | -11.40%-1.7pp | 27.49%-40.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $12,355 | $2,746+350.0% | $3,636+239.8% | $2,597+375.8% |
| Participant deferral / active EE | $9,902 | $3,566+177.7% | $4,729+109.4% | $4,028+145.9% |
| Admin fee / account holder | $21,858 | $5,222+318.6% | $6,410+241.0% | $5,403+304.6% |