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 | $91,159 | $75,962+20.0% | $154,108-40.8% | $64,173+42.1% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -3.70% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $7,932 | $3,350+136.8% | $5,298+49.7% | $2,381+233.1% |
| Participant deferral / active EE | $3,913 | $3,175+23.3% | $5,081-23.0% | $3,470+12.8% |
| Admin fee / account holder | $31,705 | $5,589+467.3% | $13,411+136.4% | $4,887+548.7% |