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 | $70,679 | $67,396+4.9% | $60,919+16.0% | $134,545-47.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.44% | 50.12%-65.6pp | 16.96%-32.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $5,977 | $3,101+92.7% | $2,704+121.1% | $4,742+26.1% |
| Participant deferral / active EE | $3,607 | $4,534-20.4% | $3,814-5.4% | $6,401-43.7% |
| Admin fee / account holder | $342 | $4,590-92.6% | $3,228-89.4% | $11,431-97.0% |