Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $156,067 | $99,668+56.6% | $86,451+80.5% | $134,545+16.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.90% | 6789.61%-6809.5pp | 4398.51%-4418.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $2,598 | $4,403-41.0% | $3,770-31.1% | $4,742-45.2% |
| Participant deferral / active EE | $13,833 | $7,249+90.8% | $6,953+99.0% | $6,401+116.1% |
| Admin fee / account holder | $3,593 | $8,377-57.1% | $6,734-46.7% | $11,431-68.6% |