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 | $163,254 | $138,076+18.2% | $123,553+32.1% | $135,380+20.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.06% | 153.70%-153.6pp | 119.21%-119.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $20,281 | $5,152+293.7% | $4,628+338.2% | $4,779+324.4% |
| Participant deferral / active EE | $11,681 | $6,800+71.8% | $6,426+81.8% | $5,609+108.3% |
| Admin fee / account holder | $12,489 | $10,917+14.4% | $9,284+34.5% | $10,828+15.3% |