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 | $144,184 | $75,962+89.8% | $154,108-6.4% | $64,173+124.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.67% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,214 | $3,350+25.8% | $5,298-20.4% | $2,381+77.0% |
| Participant deferral / active EE | $2,524 | $3,175-20.5% | $5,081-50.3% | $3,470-27.3% |
| Admin fee / account holder | $3,613 | $5,589-35.4% | $13,411-73.1% | $4,887-26.1% |