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 | $158,827 | $97,732+62.5% | $83,831+89.5% | $135,380+17.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.85% | 1287.56%-1292.4pp | 850.99%-855.8pp | 519.81%-524.7pp |
| Employer contribution / active EE | $7,436 | $4,222+76.1% | $3,631+104.8% | $4,779+55.6% |
| Participant deferral / active EE | $5,410 | $4,683+15.5% | $4,082+32.5% | $5,609-3.5% |
| Admin fee / account holder | $2,096 | $6,675-68.6% | $5,479-61.7% | $10,828-80.6% |