Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $218,054 | $69,012+216.0% | $160,009+36.3% | $68,486+218.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.85% | -9.65%-5.2pp | 408.85%-423.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $6,154 | $2,212+178.2% | $4,225+45.7% | $2,597+137.0% |
| Participant deferral / active EE | $12,603 | $4,212+199.2% | $6,183+103.8% | $4,028+212.9% |
| Admin fee / account holder | $422 | $4,798-91.2% | $8,715-95.2% | $5,404-92.2% |