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 | $192,964 | $95,917+101.2% | $79,583+142.5% | $134,545+43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.72% | -2.70%-12.0pp | 0.16%-14.9pp | 418.37%-433.1pp |
| Employer contribution / active EE | $8,488 | $3,129+171.3% | $2,414+251.7% | $4,742+79.0% |
| Participant deferral / active EE | $7,346 | $4,694+56.5% | $3,986+84.3% | $6,401+14.8% |
| Admin fee / account holder | $47,667 | $9,132+422.0% | $6,835+597.4% | $11,431+317.0% |