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 | $148,166 | $104,106+42.3% | $71,086+108.4% | $135,379+9.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.32% | 1256.30%-1263.6pp | 650.59%-657.9pp | 519.79%-527.1pp |
| Employer contribution / active EE | $392 | $1,485-73.6% | $1,088-64.0% | $4,779-91.8% |
| Participant deferral / active EE | $7,593 | $2,527+200.5% | $1,874+305.1% | $5,609+35.4% |
| Admin fee / account holder | $757 | $4,142-81.7% | $3,082-75.4% | $10,828-93.0% |