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 | $155,419 | $78,694+97.5% | $67,652+129.7% | $125,389+23.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.09% | 9.46%-10.5pp | 6625.40%-6626.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $11,369 | $3,044+273.5% | $2,266+401.8% | $4,866+133.6% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,687 | $7,403-77.2% | $4,821-65.0% | $9,541-82.3% |