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 | $151,755 | $167,353-9.3% | $143,797+5.5% | $134,545+12.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | 0.48%-16.5pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $10,720 | $5,620+90.7% | $4,952+116.5% | $4,742+126.1% |
| Participant deferral / active EE | $6,177 | $6,447-4.2% | $5,638+9.5% | $6,401-3.5% |
| Admin fee / account holder | $173,136 | $18,096+856.8% | $14,679+1079.5% | $11,431+1414.7% |