Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $208,849 | $105,867+97.3% | $90,760+130.1% | $134,532+55.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.18% | -10.99%-5.2pp | -12.16%-4.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $16,521 | $3,464+377.0% | $2,922+465.5% | $4,741+248.5% |
| Participant deferral / active EE | $9,975 | $5,217+91.2% | $4,565+118.5% | $6,401+55.8% |
| Admin fee / account holder | $9,202 | $13,936-34.0% | $8,444+9.0% | $11,429-19.5% |