Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $158,788 | $232,540-31.7% | $185,117-14.2% | $147,586+7.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,544 | $5,195-51.0% | $4,182-39.2% | $4,876-47.8% |
| Participant deferral / active EE | $16,982 | $5,834+191.1% | $5,045+236.6% | $5,439+212.2% |
| Admin fee / account holder | $400 | $10,275-96.1% | $8,159-95.1% | $10,886-96.3% |