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 | $247,208 | $75,959+225.5% | $154,114+60.4% | $64,181+285.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.44% | 30.32%-33.8pp | 735.16%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $9,251 | $3,350+176.2% | $5,298+74.6% | $2,381+288.6% |
| Participant deferral / active EE | $6,516 | $3,175+105.2% | $5,081+28.2% | $3,470+87.8% |
| Admin fee / account holder | $2,188 | $5,589-60.8% | $13,411-83.7% | $4,887-55.2% |