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 | $136,689 | $82,678+65.3% | $125,391+9.0% | $68,490+99.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.62% | -5.97%-8.7pp | 572.41%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $5,567 | $3,382+64.6% | $4,816+15.6% | $2,597+114.4% |
| Participant deferral / active EE | $9,074 | $6,111+48.5% | $7,448+21.8% | $4,028+125.3% |
| Admin fee / account holder | $5,832 | $6,277-7.1% | $10,009-41.7% | $5,403+7.9% |