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 | $46,523 | $152,597-69.5% | $117,533-60.4% | $134,532-65.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.50% | 53.04%-73.5pp | 29.77%-50.3pp | 418.27%-438.8pp |
| Employer contribution / active EE | $3,916 | $5,576-29.8% | $4,179-6.3% | $4,741-17.4% |
| Participant deferral / active EE | $3,584 | $4,821-25.7% | $4,072-12.0% | $6,401-44.0% |
| Admin fee / account holder | $441 | $7,007-93.7% | $5,647-92.2% | $11,429-96.1% |