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 | $178,057 | $95,975+85.5% | $74,549+138.8% | $135,379+31.5% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -3.13% | 56.96%-60.1pp | 32.53%-35.7pp | 519.79%-522.9pp |
| Employer contribution / active EE | $3,581 | $2,716+31.9% | $1,961+82.6% | $4,779-25.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $447 | $6,522-93.1% | $5,059-91.2% | $10,828-95.9% |