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 | $93,128 | $75,962+22.6% | $154,108-39.6% | $64,173+45.1% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.0pp |
| Annual return | -3.02% | 30.32%-33.3pp | 735.21%-738.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,344 | $3,350+119.2% | $5,298+38.6% | $2,381+208.5% |
| Participant deferral / active EE | $2,029 | $3,175-36.1% | $5,081-60.1% | $3,470-41.5% |
| Admin fee / account holder | $29,928 | $5,589+435.5% | $13,411+123.2% | $4,887+512.3% |