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 | $161,082 | $88,585+81.8% | $69,884+130.5% | $134,532+19.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.93% | 442.80%-460.7pp | 190.81%-208.7pp | 418.27%-436.2pp |
| Employer contribution / active EE | $3,386 | $3,235+4.7% | $2,560+32.3% | $4,741-28.6% |
| Participant deferral / active EE | $5,330 | $4,770+11.7% | $3,848+38.5% | $6,401-16.7% |
| Admin fee / account holder | $21,656 | $10,441+107.4% | $6,266+245.6% | $11,429+89.5% |