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 | $140,392 | $82,674+69.8% | $125,363+12.0% | $68,495+105.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.02% | -5.97%-11.1pp | 572.15%-589.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $7,098 | $3,382+109.9% | $4,815+47.4% | $2,596+173.4% |
| Participant deferral / active EE | $4,103 | $6,111-32.9% | $7,447-44.9% | $4,028+1.9% |
| Admin fee / account holder | $14,023 | $6,276+123.4% | $10,005+40.2% | $5,403+159.5% |