Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $168,404 | $82,674+103.7% | $125,381+34.3% | $68,486+145.9% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $7,294 | $3,382+115.7% | $4,815+51.5% | $2,597+180.9% |
| Participant deferral / active EE | $6,542 | $6,111+7.1% | $7,448-12.2% | $4,028+62.4% |
| Admin fee / account holder | $2,177 | $6,277-65.3% | $10,007-78.2% | $5,404-59.7% |