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 | $175,382 | $54,355+222.7% | $82,744+112.0% | $68,486+156.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.89% | -13.67%-4.2pp | 702.22%-720.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $5,277 | $2,219+137.8% | $3,008+75.4% | $2,597+103.2% |
| Participant deferral / active EE | $7,200 | $3,246+121.8% | $4,395+63.8% | $4,028+78.8% |
| Admin fee / account holder | $7,900 | $4,397+79.7% | $5,325+48.4% | $5,404+46.2% |