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 | $174,084 | $69,012+152.3% | $160,009+8.8% | $68,486+154.2% |
| Participation rate | 92.1% | 65.4%+26.7pp | 78.0%+14.1pp | 67.9%+24.2pp |
| Annual return | -13.89% | -9.65%-4.2pp | 408.85%-422.7pp | -7.85%-6.0pp |
| Employer contribution / active EE | $18,141 | $2,212+720.0% | $4,225+329.4% | $2,597+598.7% |
| Participant deferral / active EE | $2,989 | $4,212-29.0% | $6,183-51.7% | $4,028-25.8% |
| Admin fee / account holder | $10,122 | $4,798+110.9% | $8,715+16.1% | $5,404+87.3% |