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 | $96,879 | $133,981-27.7% | $112,249-13.7% | $134,532-28.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.82% | 47.16%-62.0pp | 27.48%-42.3pp | 418.27%-433.1pp |
| Employer contribution / active EE | $20,191 | $4,040+399.8% | $3,636+455.3% | $4,741+325.9% |
| Participant deferral / active EE | $17,032 | $5,292+221.8% | $4,729+260.2% | $6,401+166.1% |
| Admin fee / account holder | $116,444 | $7,492+1454.3% | $6,412+1715.9% | $11,429+918.9% |