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 | $97,686 | $95,979+1.8% | $74,551+31.0% | $135,380-27.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.86% | 56.97%-65.8pp | 32.53%-41.4pp | 519.81%-528.7pp |
| Employer contribution / active EE | $11,583 | $2,716+326.4% | $1,961+490.7% | $4,779+142.4% |
| Participant deferral / active EE | $6,167 | $3,844+60.4% | $3,108+98.4% | $5,609+9.9% |
| Admin fee / account holder | $326 | $6,522-95.0% | $5,059-93.6% | $10,828-97.0% |