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 | $159,241 | $93,124+71.0% | $77,100+106.5% | $134,545+18.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.66% | 62.68%-78.3pp | 42.35%-58.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $5,716 | $3,421+67.1% | $2,815+103.1% | $4,742+20.6% |
| Participant deferral / active EE | $18,284 | $5,242+248.8% | $4,430+312.8% | $6,401+185.6% |
| Admin fee / account holder | $1,584 | $6,970-77.3% | $5,443-70.9% | $11,431-86.1% |