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 | $151,035 | $82,674+82.7% | $125,381+20.5% | $68,486+120.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.31%-587.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $9,820 | $3,382+190.4% | $4,815+103.9% | $2,597+278.2% |
| Participant deferral / active EE | $11,577 | $6,111+89.5% | $7,448+55.4% | $4,028+187.4% |
| Admin fee / account holder | $26,162 | $6,277+316.8% | $10,007+161.4% | $5,404+384.1% |