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 | $144,761 | $57,352+152.4% | $83,830+72.7% | $64,173+125.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.01% | 11.38%-16.4pp | 850.97%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $9,327 | $2,546+266.4% | $3,631+156.9% | $2,381+291.8% |
| Participant deferral / active EE | $5,308 | $2,993+77.3% | $4,082+30.0% | $3,470+53.0% |
| Admin fee / account holder | $22,435 | $4,046+454.5% | $5,479+309.5% | $4,887+359.1% |