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 | $191,932 | $152,591+25.8% | $117,529+63.3% | $134,545+42.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.39% | 53.04%-65.4pp | 29.77%-42.2pp | 418.37%-430.8pp |
| Employer contribution / active EE | $5,150 | $5,576-7.6% | $4,179+23.2% | $4,742+8.6% |
| Participant deferral / active EE | $8,254 | $4,821+71.2% | $4,072+102.7% | $6,401+28.9% |
| Admin fee / account holder | $529 | $7,004-92.5% | $5,645-90.6% | $11,431-95.4% |