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 | $202,645 | $82,674+145.1% | $125,381+61.6% | $68,486+195.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.22% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $12,761 | $3,382+277.4% | $4,815+165.0% | $2,597+391.5% |
| Participant deferral / active EE | $11,386 | $6,111+86.3% | $7,448+52.9% | $4,028+182.7% |
| Admin fee / account holder | $602 | $6,277-90.4% | $10,007-94.0% | $5,404-88.9% |