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 | $183,468 | $97,732+87.7% | $83,831+118.9% | $135,380+35.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.69% | 1287.56%-1293.2pp | 850.99%-856.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $3,523 | $4,222-16.6% | $3,631-3.0% | $4,779-26.3% |
| Participant deferral / active EE | $17,631 | $4,683+276.5% | $4,082+331.9% | $5,609+214.3% |
| Admin fee / account holder | $3,204 | $6,675-52.0% | $5,479-41.5% | $10,828-70.4% |