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 | $122,915 | $45,152+172.2% | $73,836+66.5% | $59,633+106.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.54% | 27.40%-28.9pp | 2268.06%-2269.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $3,991 | $1,901+109.9% | $2,787+43.2% | $2,203+81.2% |
| Participant deferral / active EE | $5,828 | $2,573+126.5% | $3,583+62.7% | $3,192+82.6% |
| Admin fee / account holder | $5,603 | $3,515+59.4% | $4,882+14.8% | $4,297+30.4% |