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 | $187,929 | $67,372+178.9% | $60,906+208.6% | $134,532+39.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.96% | 50.05%-67.0pp | 16.94%-33.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $6,483 | $3,099+109.2% | $2,703+139.8% | $4,741+36.7% |
| Participant deferral / active EE | $9,298 | $4,532+105.1% | $3,814+143.8% | $6,401+45.3% |
| Admin fee / account holder | $5,609 | $4,588+22.3% | $3,227+73.8% | $11,429-50.9% |