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 | $157,461 | $39,798+295.6% | $67,704+132.6% | $59,633+164.0% |
| Participation rate | 70.0% | 57.4%+12.6pp | 67.5%+2.5pp | 68.7%+1.3pp |
| Annual return | -1.92% | 89.94%-91.9pp | 25.41%-27.3pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $2,822 | $1,393+102.6% | $2,559+10.3% | $2,203+28.1% |
| Participant deferral / active EE | $7,604 | $2,335+225.7% | $3,585+112.1% | $3,192+138.3% |
| Admin fee / account holder | $729 | $3,212-77.3% | $4,255-82.9% | $4,297-83.0% |