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 | $161,823 | $75,832+113.4% | $147,617+9.6% | $59,633+171.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.70% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,073 | $3,485-40.5% | $5,564-62.8% | $2,203-5.9% |
| Participant deferral / active EE | $3,961 | $3,131+26.5% | $4,895-19.1% | $3,192+24.1% |
| Admin fee / account holder | $18,856 | $5,986+215.0% | $11,612+62.4% | $4,297+338.8% |