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 | $201,001 | $133,998+50.0% | $112,263+79.0% | $134,545+49.4% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -13.29% | 47.17%-60.5pp | 27.49%-40.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,104 | $4,040-47.9% | $3,636-42.1% | $4,742-55.6% |
| Participant deferral / active EE | $5,982 | $5,292+13.0% | $4,729+26.5% | $6,401-6.6% |
| Admin fee / account holder | $17,427 | $7,493+132.6% | $6,410+171.9% | $11,431+52.5% |