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 | $222,746 | $97,732+127.9% | $83,831+165.7% | $135,380+64.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.16% | 1287.56%-1293.7pp | 850.99%-857.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,126 | $4,222-26.0% | $3,631-13.9% | $4,779-34.6% |
| Participant deferral / active EE | $18,369 | $4,683+292.3% | $4,082+350.0% | $5,609+227.5% |
| Admin fee / account holder | $3,256 | $6,675-51.2% | $5,479-40.6% | $10,828-69.9% |