Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $102,721 | $190,862-46.2% | $159,991-35.8% | $134,509-23.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.53% | 552.59%-565.1pp | 408.82%-421.4pp | 418.13%-430.7pp |
| Employer contribution / active EE | $14,397 | $4,995+188.3% | $4,225+240.8% | $4,741+203.7% |
| Participant deferral / active EE | $14,077 | $6,924+103.3% | $6,183+127.7% | $6,400+119.9% |
| Admin fee / account holder | $722 | $10,495-93.1% | $8,715-91.7% | $11,427-93.7% |