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 | $164,214 | $75,962+116.2% | $154,108+6.6% | $64,173+155.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.56% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $10,346 | $3,350+208.9% | $5,298+95.3% | $2,381+334.6% |
| Participant deferral / active EE | $8,869 | $3,175+179.4% | $5,081+74.6% | $3,470+155.6% |
| Admin fee / account holder | $7,747 | $5,589+38.6% | $13,411-42.2% | $4,887+58.5% |