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 | $166,201 | $133,981+24.0% | $112,249+48.1% | $134,532+23.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.83% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $8,125 | $4,040+101.1% | $3,636+123.5% | $4,741+71.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $175,334 | $7,492+2240.4% | $6,412+2634.3% | $11,429+1434.2% |