Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $148,270 | $106,557+39.1% | $91,227+62.5% | $134,545+10.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.58% | 160.81%-176.4pp | 114.14%-129.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $10,689 | $3,332+220.8% | $2,851+274.9% | $4,742+125.4% |
| Participant deferral / active EE | $15,459 | $4,719+227.6% | $4,234+265.1% | $6,401+141.5% |
| Admin fee / account holder | $1,807 | $6,235-71.0% | $5,423-66.7% | $11,431-84.2% |