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 | $151,694 | $82,678+83.5% | $125,391+21.0% | $68,490+121.5% |
| Participation rate | 98.3% | 75.1%+23.3pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.41%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,925 | $3,382+45.6% | $4,816+2.3% | $2,597+89.7% |
| Participant deferral / active EE | $6,626 | $6,111+8.4% | $7,448-11.0% | $4,028+64.5% |
| Admin fee / account holder | $15,209 | $6,277+142.3% | $10,009+52.0% | $5,403+181.5% |