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 | $235,980 | $82,678+185.4% | $125,391+88.2% | $68,490+244.5% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -4.87% | -5.97%+1.1pp | 572.41%-577.3pp | -7.85%+3.0pp |
| Employer contribution / active EE | $6,900 | $3,382+104.0% | $4,816+43.3% | $2,597+165.7% |
| Participant deferral / active EE | $7,242 | $6,111+18.5% | $7,448-2.8% | $4,028+79.8% |
| Admin fee / account holder | $5,263 | $6,277-16.2% | $10,009-47.4% | $5,403-2.6% |