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 | $121,499 | $75,962+59.9% | $154,108-21.2% | $64,173+89.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.69% | 30.32%-33.0pp | 735.21%-737.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $10,426 | $3,350+211.2% | $5,298+96.8% | $2,381+337.9% |
| Participant deferral / active EE | $6,006 | $3,175+89.2% | $5,081+18.2% | $3,470+73.1% |
| Admin fee / account holder | $6,464 | $5,589+15.6% | $13,411-51.8% | $4,887+32.2% |