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 | $34,477 | $133,998-74.3% | $112,263-69.3% | $134,545-74.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.86% | 47.17%-51.0pp | 27.49%-31.3pp | 418.37%-422.2pp |
| Employer contribution / active EE | $1,911 | $4,040-52.7% | $3,636-47.4% | $4,742-59.7% |
| Participant deferral / active EE | $6,850 | $5,292+29.4% | $4,729+44.8% | $6,401+7.0% |
| Admin fee / account holder | $114,583 | $7,493+1429.2% | $6,410+1687.5% | $11,431+902.4% |