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 | $132,813 | $56,197+136.3% | $67,652+96.3% | $59,633+122.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.45% | 18508.10%-18509.6pp | 6625.40%-6626.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $6,049 | $1,615+274.6% | $2,266+167.0% | $2,203+174.6% |
| Participant deferral / active EE | $6,504 | $2,844+128.7% | $3,560+82.7% | $3,192+103.8% |
| Admin fee / account holder | $4,836 | $3,958+22.2% | $4,821+0.3% | $4,297+12.5% |