Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,912 | $152,597-58.8% | $117,533-46.5% | $134,532-53.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.29% | 53.04%-72.3pp | 29.77%-49.1pp | 418.27%-437.6pp |
| Employer contribution / active EE | $5,978 | $5,576+7.2% | $4,179+43.0% | $4,741+26.1% |
| Participant deferral / active EE | $16,485 | $4,821+241.9% | $4,072+304.8% | $6,401+157.5% |
| Admin fee / account holder | $419 | $7,007-94.0% | $5,647-92.6% | $11,429-96.3% |