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 | $74,154 | $133,998-44.7% | $112,263-33.9% | $134,545-44.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.63% | 47.17%-55.8pp | 27.49%-36.1pp | 418.37%-427.0pp |
| Employer contribution / active EE | $20,907 | $4,040+417.5% | $3,636+475.0% | $4,742+340.9% |
| Participant deferral / active EE | $3,308 | $5,292-37.5% | $4,729-30.1% | $6,401-48.3% |
| Admin fee / account holder | $4,530 | $7,493-39.5% | $6,410-29.3% | $11,431-60.4% |