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 | $190,769 | $84,551+125.6% | $61,452+210.4% | $134,532+41.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.17% | 585.39%-605.6pp | 338.96%-359.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $10,434 | $1,545+575.4% | $1,160+799.8% | $4,741+120.1% |
| Participant deferral / active EE | $11,742 | $2,818+316.6% | $2,125+452.7% | $6,401+83.4% |
| Admin fee / account holder | $2,000 | $2,587-22.7% | $2,131-6.1% | $11,429-82.5% |