Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $227,272 | $106,557+113.3% | $91,227+149.1% | $134,545+68.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.69% | 160.81%-177.5pp | 114.14%-130.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,947 | $3,332-11.6% | $2,851+3.3% | $4,742-37.9% |
| Participant deferral / active EE | $10,613 | $4,719+124.9% | $4,234+150.7% | $6,401+65.8% |
| Admin fee / account holder | $1,185 | $6,235-81.0% | $5,423-78.1% | $11,431-89.6% |