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 | $240,327 | $75,962+216.4% | $154,108+55.9% | $64,173+274.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.70% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $16,178 | $3,350+382.9% | $5,298+205.4% | $2,381+579.5% |
| Participant deferral / active EE | $16,200 | $3,175+410.3% | $5,081+218.9% | $3,470+366.9% |
| Admin fee / account holder | $2,845 | $5,589-49.1% | $13,411-78.8% | $4,887-41.8% |