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 | $246,483 | $152,592+61.5% | $125,180+96.9% | $152,885+61.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.60% | 54.84%-37.2pp | 43.79%-26.2pp | 345.39%-327.8pp |
| Employer contribution / active EE | $4,000 | $4,947-19.1% | $3,866+3.5% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $34,537 | $13,435+157.1% | $9,703+255.9% | $11,598+197.8% |