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 | $194,651 | $82,674+135.4% | $125,381+55.2% | $68,486+184.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.32% | -5.97%-10.4pp | 572.31%-588.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,440 | $3,382+31.3% | $4,815-7.8% | $2,597+71.0% |
| Participant deferral / active EE | $16,805 | $6,111+175.0% | $7,448+125.6% | $4,028+317.3% |
| Admin fee / account holder | $55,144 | $6,277+778.5% | $10,007+451.0% | $5,404+920.5% |