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 | $247,942 | $75,962+226.4% | $154,108+60.9% | $64,173+286.4% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | -3.37% | 30.32%-33.7pp | 735.21%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $8,925 | $3,350+166.4% | $5,298+68.5% | $2,381+274.9% |
| Participant deferral / active EE | $5,141 | $3,175+61.9% | $5,081+1.2% | $3,470+48.2% |
| Admin fee / account holder | $8,524 | $5,589+52.5% | $13,411-36.4% | $4,887+74.4% |