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 | $126,082 | $75,962+66.0% | $154,108-18.2% | $64,173+96.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.59% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,530 | $3,350+65.1% | $5,298+4.4% | $2,381+132.3% |
| Participant deferral / active EE | $3,929 | $3,175+23.8% | $5,081-22.7% | $3,470+13.2% |
| Admin fee / account holder | $1,058 | $5,589-81.1% | $13,411-92.1% | $4,887-78.3% |