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 | $150,979 | $75,832+99.1% | $147,617+2.3% | $59,633+153.2% |
| Participation rate | 93.5% | 71.6%+22.0pp | 84.6%+8.9pp | 68.7%+24.9pp |
| Annual return | -0.12% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $7,535 | $3,485+116.2% | $5,564+35.4% | $2,203+242.1% |
| Participant deferral / active EE | $5,757 | $3,131+83.9% | $4,895+17.6% | $3,192+80.4% |
| Admin fee / account holder | $1,576 | $5,986-73.7% | $11,612-86.4% | $4,297-63.3% |