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 | $181,811 | $82,674+119.9% | $125,381+45.0% | $68,486+165.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.37% | -5.97%-3.4pp | 572.31%-581.7pp | -7.85%-1.5pp |
| Employer contribution / active EE | $13,670 | $3,382+304.2% | $4,815+183.9% | $2,597+426.5% |
| Participant deferral / active EE | $11,080 | $6,111+81.3% | $7,448+48.8% | $4,028+175.1% |
| Admin fee / account holder | $521 | $6,277-91.7% | $10,007-94.8% | $5,404-90.4% |