Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $139,657 | $100,805+38.5% | $86,698+61.1% | $134,532+3.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.12% | 29.09%-45.2pp | 35.95%-52.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $5,161 | $3,490+47.9% | $2,837+81.9% | $4,741+8.9% |
| Participant deferral / active EE | $10,826 | $5,339+102.8% | $4,656+132.5% | $6,401+69.1% |
| Admin fee / account holder | $3,377 | $10,925-69.1% | $7,493-54.9% | $11,429-70.5% |