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 | $173,102 | $93,124+85.9% | $77,100+124.5% | $134,545+28.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.38% | 62.68%-79.1pp | 42.35%-58.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $9,148 | $3,421+167.4% | $2,815+225.0% | $4,742+92.9% |
| Participant deferral / active EE | $6,250 | $5,242+19.2% | $4,430+41.1% | $6,401-2.4% |
| Admin fee / account holder | $390 | $6,970-94.4% | $5,443-92.8% | $11,431-96.6% |