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 | $184,440 | $100,805+83.0% | $86,698+112.7% | $134,532+37.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.63% | 29.09%-46.7pp | 35.95%-53.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $907 | $3,490-74.0% | $2,837-68.0% | $4,741-80.9% |
| Participant deferral / active EE | $2,238 | $5,339-58.1% | $4,656-51.9% | $6,401-65.0% |
| Admin fee / account holder | $32,908 | $10,925+201.2% | $7,493+339.2% | $11,429+187.9% |