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 | $152,909 | $45,152+238.7% | $73,845+107.1% | $59,632+156.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.51% | 27.40%-27.9pp | 2267.91%-2268.4pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $5,717 | $1,902+200.6% | $2,788+105.1% | $2,203+159.6% |
| Participant deferral / active EE | $12,210 | $2,574+374.4% | $3,583+240.7% | $3,192+282.5% |
| Admin fee / account holder | $36,434 | $3,516+936.2% | $4,881+646.5% | $4,297+747.9% |