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 | $176,175 | $93,124+89.2% | $77,100+128.5% | $134,545+30.9% |
| Participation rate | 94.4% | 74.5%+19.9pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -17.21% | 62.68%-79.9pp | 42.35%-59.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,469 | $3,421-27.8% | $2,815-12.3% | $4,742-47.9% |
| Participant deferral / active EE | $4,725 | $5,242-9.9% | $4,430+6.7% | $6,401-26.2% |
| Admin fee / account holder | $8,537 | $6,970+22.5% | $5,443+56.8% | $11,431-25.3% |