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 | $237,727 | $133,981+77.4% | $112,249+111.8% | $134,532+76.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.64% | 47.16%-65.8pp | 27.48%-46.1pp | 418.27%-436.9pp |
| Employer contribution / active EE | $17,713 | $4,040+338.5% | $3,636+387.2% | $4,741+273.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,863 | $7,492+18.3% | $6,412+38.2% | $11,429-22.5% |