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 | $216,149 | $134,001+61.3% | $112,258+92.5% | $134,509+60.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.56% | 47.15%-48.7pp | 27.47%-29.0pp | 418.13%-419.7pp |
| Employer contribution / active EE | $8,355 | $4,039+106.8% | $3,636+129.8% | $4,741+76.3% |
| Participant deferral / active EE | $4,451 | $5,291-15.9% | $4,728-5.9% | $6,400-30.5% |
| Admin fee / account holder | $1,686 | $7,491-77.5% | $6,411-73.7% | $11,427-85.2% |