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 | $145,407 | $133,981+8.5% | $112,249+29.5% | $134,532+8.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.78% | 47.16%-65.9pp | 27.48%-46.3pp | 418.27%-437.0pp |
| Employer contribution / active EE | $18,578 | $4,040+359.9% | $3,636+410.9% | $4,741+291.8% |
| Participant deferral / active EE | $9,726 | $5,292+83.8% | $4,729+105.7% | $6,401+51.9% |
| Admin fee / account holder | $11,266 | $7,492+50.4% | $6,412+75.7% | $11,429-1.4% |