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 | $144,652 | $67,372+114.7% | $60,906+137.5% | $134,532+7.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.41% | 50.05%-67.5pp | 16.94%-34.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,241 | $3,099+4.6% | $2,703+19.9% | $4,741-31.7% |
| Participant deferral / active EE | $8,101 | $4,532+78.7% | $3,814+112.4% | $6,401+26.6% |
| Admin fee / account holder | $21,287 | $4,588+363.9% | $3,227+559.7% | $11,429+86.3% |