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 | $184,044 | $73,518+150.3% | $63,003+192.1% | $147,585+24.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.23% | 175.46%-163.2pp | 87.59%-75.4pp | 578.56%-566.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,535 | $4,183-39.4% | $3,329-23.9% | $5,439-53.4% |
| Admin fee / account holder | $11,755 | $5,952+97.5% | $3,600+226.5% | $10,885+8.0% |