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 | $132,244 | $82,674+60.0% | $125,363+5.5% | $68,495+93.1% |
| Participation rate | 97.3% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.15%-589.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,729 | $3,382+39.8% | $4,815-1.8% | $2,596+82.1% |
| Participant deferral / active EE | $11,696 | $6,111+91.4% | $7,447+57.1% | $4,028+190.4% |
| Admin fee / account holder | $457 | $6,276-92.7% | $10,005-95.4% | $5,403-91.5% |