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 | $205,323 | $82,678+148.3% | $125,391+63.7% | $68,490+199.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.14% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $10,529 | $3,382+211.3% | $4,816+118.6% | $2,597+305.5% |
| Participant deferral / active EE | $7,375 | $6,111+20.7% | $7,448-1.0% | $4,028+83.1% |
| Admin fee / account holder | $5,729 | $6,277-8.7% | $10,009-42.8% | $5,403+6.0% |