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 | $186,043 | $129,959+43.2% | $104,301+78.4% | $134,532+38.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.09% | 42.04%-53.1pp | 24.61%-35.7pp | 418.27%-429.4pp |
| Employer contribution / active EE | $3,780 | $4,185-9.7% | $3,373+12.1% | $4,741-20.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,035 | $9,325+61.2% | $7,340+104.8% | $11,429+31.6% |