Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $158,090 | $92,684+70.6% | $82,706+91.1% | $134,509+17.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.64% | 945.84%-960.5pp | 701.76%-716.4pp | 418.13%-432.8pp |
| Employer contribution / active EE | $3,421 | $3,272+4.6% | $3,007+13.8% | $4,741-27.8% |
| Participant deferral / active EE | $8,087 | $4,800+68.5% | $4,394+84.1% | $6,400+26.4% |
| Admin fee / account holder | $3,422 | $5,982-42.8% | $5,329-35.8% | $11,427-70.1% |