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 | $162,592 | $75,962+114.0% | $154,111+5.5% | $64,173+153.4% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.18%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $6,515 | $3,350+94.5% | $5,298+23.0% | $2,381+173.7% |
| Participant deferral / active EE | $7,200 | $3,175+126.8% | $5,081+41.7% | $3,470+107.5% |
| Admin fee / account holder | $2,402 | $5,589-57.0% | $13,411-82.1% | $4,887-50.8% |