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 | $70,878 | $133,981-47.1% | $112,249-36.9% | $134,532-47.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.03% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,584 | $4,040-11.3% | $3,636-1.4% | $4,741-24.4% |
| Participant deferral / active EE | $12,508 | $5,292+136.4% | $4,729+164.5% | $6,401+95.4% |
| Admin fee / account holder | $26,218 | $7,492+250.0% | $6,412+308.9% | $11,429+129.4% |