Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $164,159 | $59,107+177.7% | $86,439+89.9% | $68,495+139.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.28% | -0.23%-15.0pp | 4395.55%-4410.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,743 | $2,519+48.6% | $3,769-0.7% | $2,596+44.2% |
| Participant deferral / active EE | $13,917 | $5,901+135.8% | $6,952+100.2% | $4,028+245.6% |
| Admin fee / account holder | $5,420 | $5,637-3.8% | $6,732-19.5% | $5,403+0.3% |