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 | $169,575 | $52,519+222.9% | $155,789+8.8% | $59,633+184.4% |
| Participation rate | 82.1% | 61.7%+20.4pp | 76.1%+6.0pp | 68.7%+13.5pp |
| Annual return | -2.04% | 53.51%-55.5pp | 71.54%-73.6pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $11,156 | $1,589+602.0% | $3,839+190.6% | $2,203+406.5% |
| Participant deferral / active EE | $2,195 | $3,084-28.9% | $4,798-54.3% | $3,192-31.2% |
| Admin fee / account holder | $2,906 | $3,540-17.9% | $7,477-61.1% | $4,297-32.4% |