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 | $139,293 | $100,805+38.2% | $86,698+60.7% | $134,532+3.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.43% | 29.09%-44.5pp | 35.95%-51.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $5,570 | $3,490+59.6% | $2,837+96.4% | $4,741+17.5% |
| Participant deferral / active EE | $10,568 | $5,339+97.9% | $4,656+127.0% | $6,401+65.1% |
| Admin fee / account holder | $1,164 | $10,925-89.3% | $7,493-84.5% | $11,429-89.8% |