Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $171,765 | $100,805+70.4% | $86,698+98.1% | $134,532+27.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.19% | 29.09%-41.3pp | 35.95%-48.1pp | 418.27%-430.5pp |
| Employer contribution / active EE | $20,138 | $3,490+477.0% | $2,837+609.9% | $4,741+324.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,909 | $10,925+18.2% | $7,493+72.3% | $11,429+13.0% |