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 | $209,639 | $133,998+56.4% | $112,263+86.7% | $134,545+55.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.71% | 47.17%-62.9pp | 27.49%-43.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $10,710 | $4,040+165.1% | $3,636+194.5% | $4,742+125.9% |
| Participant deferral / active EE | $7,531 | $5,292+42.3% | $4,729+59.2% | $6,401+17.6% |
| Admin fee / account holder | $760 | $7,493-89.9% | $6,410-88.1% | $11,431-93.4% |