Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $155,957 | $133,981+16.4% | $112,249+38.9% | $134,532+15.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.34% | 47.16%-57.5pp | 27.48%-37.8pp | 418.27%-428.6pp |
| Employer contribution / active EE | $31,055 | $4,040+668.7% | $3,636+754.1% | $4,741+555.0% |
| Participant deferral / active EE | $7,268 | $5,292+37.3% | $4,729+53.7% | $6,401+13.6% |
| Admin fee / account holder | $1,067 | $7,492-85.8% | $6,412-83.4% | $11,429-90.7% |