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 | $181,780 | $135,645+34.0% | $110,243+64.9% | $135,380+34.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.04% | 513.24%-520.3pp | 314.76%-321.8pp | 519.81%-526.8pp |
| Employer contribution / active EE | $10,625 | $4,907+116.5% | $3,827+177.7% | $4,779+122.3% |
| Participant deferral / active EE | $5,540 | $5,507+0.6% | $4,672+18.6% | $5,609-1.2% |
| Admin fee / account holder | $478 | $11,458-95.8% | $8,548-94.4% | $10,828-95.6% |