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 | $232,593 | $138,076+68.5% | $123,553+88.3% | $135,380+71.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.46% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,674 | $5,152-28.7% | $4,628-20.6% | $4,779-23.1% |
| Participant deferral / active EE | $8,853 | $6,800+30.2% | $6,426+37.8% | $5,609+57.8% |
| Admin fee / account holder | $7,778 | $10,917-28.8% | $9,284-16.2% | $10,828-28.2% |