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 | $221,349 | $133,983+65.2% | $112,244+97.2% | $134,493+64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.83% | 47.13%-67.0pp | 27.46%-47.3pp | 418.01%-437.8pp |
| Employer contribution / active EE | $9,216 | $4,039+128.2% | $3,635+153.5% | $4,740+94.4% |
| Participant deferral / active EE | $17,795 | $5,291+236.3% | $4,728+276.3% | $6,400+178.0% |
| Admin fee / account holder | $2,878 | $7,490-61.6% | $6,411-55.1% | $11,425-74.8% |