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 | $181,572 | $82,674+119.6% | $125,363+44.8% | $68,495+165.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.15%-588.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $18,317 | $3,382+441.6% | $4,815+280.4% | $2,596+605.4% |
| Participant deferral / active EE | $18,664 | $6,111+205.4% | $7,447+150.6% | $4,028+363.4% |
| Admin fee / account holder | $5,313 | $6,276-15.3% | $10,005-46.9% | $5,403-1.7% |