Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $119,808 | $99,644+20.2% | $86,438+38.6% | $134,532-10.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | 6787.26%-6804.6pp | 4397.19%-4414.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $14,526 | $4,402+230.0% | $3,769+285.4% | $4,741+206.4% |
| Participant deferral / active EE | $10,250 | $7,247+41.4% | $6,952+47.4% | $6,401+60.1% |
| Admin fee / account holder | $1,182 | $8,375-85.9% | $6,733-82.5% | $11,429-89.7% |