Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $148,615 | $99,644+49.1% | $86,438+71.9% | $134,532+10.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.24% | 6787.26%-6804.5pp | 4397.19%-4414.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,203 | $4,402-50.0% | $3,769-41.6% | $4,741-53.5% |
| Participant deferral / active EE | $5,342 | $7,247-26.3% | $6,952-23.2% | $6,401-16.5% |
| Admin fee / account holder | $951 | $8,375-88.6% | $6,733-85.9% | $11,429-91.7% |