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 | $122,648 | $133,981-8.5% | $112,249+9.3% | $134,532-8.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.69% | 47.16%-53.9pp | 27.48%-34.2pp | 418.27%-425.0pp |
| Employer contribution / active EE | $5,579 | $4,040+38.1% | $3,636+53.4% | $4,741+17.7% |
| Participant deferral / active EE | $10,310 | $5,292+94.8% | $4,729+118.0% | $6,401+61.1% |
| Admin fee / account holder | $21,241 | $7,492+183.5% | $6,412+231.3% | $11,429+85.9% |