Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $173,004 | $106,557+62.4% | $91,227+89.6% | $134,545+28.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.93% | 160.81%-178.7pp | 114.14%-132.1pp | 418.37%-436.3pp |
| Employer contribution / active EE | $23,628 | $3,332+609.1% | $2,851+728.7% | $4,742+398.3% |
| Participant deferral / active EE | $12,632 | $4,719+167.7% | $4,234+198.4% | $6,401+97.3% |
| Admin fee / account holder | $671 | $6,235-89.2% | $5,423-87.6% | $11,431-94.1% |