Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $145,485 | $129,959+11.9% | $104,301+39.5% | $134,532+8.1% |
| Participation rate | 93.3% | 79.5%+13.8pp | 73.3%+20.1pp | 81.2%+12.1pp |
| Annual return | -17.79% | 42.04%-59.8pp | 24.61%-42.4pp | 418.27%-436.1pp |
| Employer contribution / active EE | $8,857 | $4,185+111.6% | $3,373+162.6% | $4,741+86.8% |
| Participant deferral / active EE | $5,106 | $5,589-8.6% | $4,626+10.4% | $6,401-20.2% |
| Admin fee / account holder | $2,483 | $9,325-73.4% | $7,340-66.2% | $11,429-78.3% |