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 | $166,334 | $54,355+206.0% | $82,744+101.0% | $68,486+142.9% |
| Participation rate | 91.1% | 63.9%+27.1pp | 72.6%+18.5pp | 67.9%+23.2pp |
| Annual return | -17.54% | -13.67%-3.9pp | 702.22%-719.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $9,919 | $2,219+347.1% | $3,008+229.8% | $2,597+282.0% |
| Participant deferral / active EE | $10,583 | $3,246+226.0% | $4,395+140.8% | $4,028+162.8% |
| Admin fee / account holder | $8,618 | $4,397+96.0% | $5,325+61.8% | $5,404+59.5% |