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 | $102,972 | $67,372+52.8% | $60,906+69.1% | $134,532-23.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -1.46% | 50.05%-51.5pp | 16.94%-18.4pp | 418.27%-419.7pp |
| Employer contribution / active EE | $2,767 | $3,099-10.7% | $2,703+2.4% | $4,741-41.6% |
| Participant deferral / active EE | $3,002 | $4,532-33.8% | $3,814-21.3% | $6,401-53.1% |
| Admin fee / account holder | $10,538 | $4,588+129.7% | $3,227+226.6% | $11,429-7.8% |