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 | $213,407 | $67,352+216.9% | $60,899+250.4% | $134,509+58.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.66% | 49.99%-66.7pp | 16.92%-33.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $9,557 | $3,098+208.5% | $2,702+253.7% | $4,741+101.6% |
| Participant deferral / active EE | $6,095 | $4,539+34.3% | $3,817+59.7% | $6,400-4.8% |
| Admin fee / account holder | $35,879 | $4,585+682.6% | $3,225+1012.5% | $11,427+214.0% |