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 | $197,105 | $75,962+159.5% | $154,108+27.9% | $64,173+207.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.07% | 30.32%-36.4pp | 735.21%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,848 | $3,350+44.7% | $5,298-8.5% | $2,381+103.6% |
| Participant deferral / active EE | $6,350 | $3,175+100.0% | $5,081+25.0% | $3,470+83.0% |
| Admin fee / account holder | $3,670 | $5,589-34.3% | $13,411-72.6% | $4,887-24.9% |