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 | $158,841 | $100,811+57.6% | $86,698+83.2% | $134,545+18.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.91% | 29.11%-44.0pp | 35.96%-50.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $9,428 | $3,490+170.1% | $2,837+232.3% | $4,742+98.8% |
| Participant deferral / active EE | $11,202 | $5,339+109.8% | $4,656+140.6% | $6,401+75.0% |
| Admin fee / account holder | $2,110 | $10,926-80.7% | $7,492-71.8% | $11,431-81.5% |