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 | $25,633 | $138,075-81.4% | $123,552-79.3% | $135,379-81.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.94% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $2,156 | $5,152-58.1% | $4,628-53.4% | $4,779-54.9% |
| Participant deferral / active EE | $11,166 | $6,800+64.2% | $6,426+73.8% | $5,609+99.1% |
| Admin fee / account holder | $5,923 | $10,917-45.7% | $9,285-36.2% | $10,828-45.3% |