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 | $129,129 | $75,962+70.0% | $154,108-16.2% | $64,173+101.2% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.0pp |
| Annual return | -3.56% | 30.32%-33.9pp | 735.21%-738.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $14,977 | $3,350+347.1% | $5,298+182.7% | $2,381+529.1% |
| Participant deferral / active EE | $8,714 | $3,175+174.5% | $5,081+71.5% | $3,470+151.1% |
| Admin fee / account holder | $14,353 | $5,589+156.8% | $13,411+7.0% | $4,887+193.7% |