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 | $139,663 | $75,832+84.2% | $147,617-5.4% | $59,633+134.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.37% | 0.37%-1.7pp | 61.98%-63.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $7,084 | $3,485+103.3% | $5,564+27.3% | $2,203+221.6% |
| Participant deferral / active EE | $2,782 | $3,131-11.1% | $4,895-43.2% | $3,192-12.8% |
| Admin fee / account holder | $2,336 | $5,986-61.0% | $11,612-79.9% | $4,297-45.6% |