Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,502 | $190,916-87.2% | $160,037-84.7% | $134,545-81.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.52% | 552.79%-572.3pp | 408.95%-428.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,187 | $4,996-56.2% | $4,226-48.2% | $4,742-53.9% |
| Participant deferral / active EE | $9,127 | $6,925+31.8% | $6,184+47.6% | $6,401+42.6% |
| Admin fee / account holder | $492 | $10,497-95.3% | $8,716-94.4% | $11,431-95.7% |