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 | $214,047 | $93,117+129.9% | $77,096+177.6% | $134,532+59.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.68% | 62.67%-75.3pp | 42.35%-55.0pp | 418.27%-430.9pp |
| Employer contribution / active EE | $8,021 | $3,420+134.5% | $2,814+185.0% | $4,741+69.2% |
| Participant deferral / active EE | $4,151 | $5,241-20.8% | $4,429-6.3% | $6,401-35.2% |
| Admin fee / account holder | $1,587 | $6,948-77.2% | $5,428-70.8% | $11,429-86.1% |