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 | $171,182 | $95,979+78.4% | $74,551+129.6% | $135,380+26.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.31% | 56.97%-63.3pp | 32.53%-38.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,733 | $2,716-36.2% | $1,961-11.6% | $4,779-63.7% |
| Participant deferral / active EE | $10,046 | $3,844+161.3% | $3,108+223.2% | $5,609+79.1% |
| Admin fee / account holder | $3,346 | $6,522-48.7% | $5,059-33.9% | $10,828-69.1% |