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 | $193,935 | $100,805+92.4% | $86,698+123.7% | $134,532+44.2% |
| Participation rate | 82.4% | 79.0%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -13.39% | 29.09%-42.5pp | 35.95%-49.3pp | 418.27%-431.7pp |
| Employer contribution / active EE | $3,369 | $3,490-3.5% | $2,837+18.8% | $4,741-28.9% |
| Participant deferral / active EE | $7,809 | $5,339+46.3% | $4,656+67.7% | $6,401+22.0% |
| Admin fee / account holder | $528 | $10,925-95.2% | $7,493-93.0% | $11,429-95.4% |