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 | $193,122 | $75,962+154.2% | $154,108+25.3% | $64,173+200.9% |
| Participation rate | 94.7% | 70.4%+24.3pp | 83.0%+11.7pp | 69.6%+25.2pp |
| Annual return | -5.61% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $13,707 | $3,350+309.2% | $5,298+158.7% | $2,381+475.7% |
| Participant deferral / active EE | $9,273 | $3,175+192.1% | $5,081+82.5% | $3,470+167.3% |
| Admin fee / account holder | $6,624 | $5,589+18.5% | $13,411-50.6% | $4,887+35.5% |