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 | $49,278 | $152,597-67.7% | $117,533-58.1% | $134,532-63.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.00% | 53.04%-68.0pp | 29.77%-44.8pp | 418.27%-433.3pp |
| Employer contribution / active EE | $12,760 | $5,576+128.8% | $4,179+205.3% | $4,741+169.1% |
| Participant deferral / active EE | $13,007 | $4,821+169.8% | $4,072+219.4% | $6,401+103.2% |
| Admin fee / account holder | $1,075 | $7,007-84.7% | $5,647-81.0% | $11,429-90.6% |