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 | $146,034 | $82,678+76.6% | $125,391+16.5% | $68,490+113.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.41%-587.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,307 | $3,382+56.9% | $4,816+10.2% | $2,597+104.4% |
| Participant deferral / active EE | $6,564 | $6,111+7.4% | $7,448-11.9% | $4,028+63.0% |
| Admin fee / account holder | $12,112 | $6,277+92.9% | $10,009+21.0% | $5,403+124.2% |