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 | $178,120 | $75,832+134.9% | $147,617+20.7% | $59,633+198.7% |
| Participation rate | 84.8% | 71.6%+13.2pp | 84.6%+0.2pp | 68.7%+16.1pp |
| Annual return | -2.67% | 0.37%-3.0pp | 61.98%-64.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $904 | $3,131-71.1% | $4,895-81.5% | $3,192-71.7% |
| Admin fee / account holder | $2,209 | $5,986-63.1% | $11,612-81.0% | $4,297-48.6% |