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 | $62,405 | $152,597-59.1% | $117,533-46.9% | $134,532-53.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.78% | 53.04%-72.8pp | 29.77%-49.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $8,700 | $5,576+56.0% | $4,179+108.2% | $4,741+83.5% |
| Participant deferral / active EE | $10,880 | $4,821+125.7% | $4,072+167.2% | $6,401+70.0% |
| Admin fee / account holder | $641 | $7,007-90.9% | $5,647-88.7% | $11,429-94.4% |