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 | $126,244 | $75,962+66.2% | $154,108-18.1% | $64,173+96.7% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.2pp | 69.6%+28.6pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,010 | $3,350+109.3% | $5,298+32.3% | $2,381+194.4% |
| Participant deferral / active EE | $6,928 | $3,175+118.2% | $5,081+36.4% | $3,470+99.7% |
| Admin fee / account holder | $61,613 | $5,589+1002.4% | $13,411+359.4% | $4,887+1160.6% |