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 | $155,054 | $82,678+87.5% | $125,391+23.7% | $68,490+126.4% |
| Participation rate | 89.7% | 75.1%+14.7pp | 82.4%+7.4pp | 67.9%+21.8pp |
| Annual return | -18.62% | -5.97%-12.7pp | 572.41%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $6,122 | $3,382+81.0% | $4,816+27.1% | $2,597+135.8% |
| Participant deferral / active EE | $11,624 | $6,111+90.2% | $7,448+56.1% | $4,028+188.6% |
| Admin fee / account holder | $1,920 | $6,277-69.4% | $10,009-80.8% | $5,403-64.5% |