Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $182,204 | $80,812+125.5% | $160,784+13.3% | $82,448+121.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 30.04% | 100.59%-70.5pp | 1803.92%-1773.9pp | 41.64%-11.6pp |
| Employer contribution / active EE | $1,296 | $2,174-40.4% | $3,733-65.3% | $2,551-49.2% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,430 | $7,695+22.5% | $9,717-3.0% | $7,234+30.3% |