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 | $200,539 | $100,792+99.0% | $86,691+131.3% | $134,509+49.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.30% | 29.08%-38.4pp | 35.94%-45.2pp | 418.13%-427.4pp |
| Employer contribution / active EE | $7,353 | $3,491+110.7% | $2,837+159.2% | $4,741+55.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $18,863 | $10,924+72.7% | $7,492+151.8% | $11,427+65.1% |