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 | $122,496 | $134,001-8.6% | $112,258+9.1% | $134,509-8.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.00% | 47.15%-61.1pp | 27.47%-41.5pp | 418.13%-432.1pp |
| Employer contribution / active EE | $4,355 | $4,039+7.8% | $3,636+19.8% | $4,741-8.1% |
| Participant deferral / active EE | $10,002 | $5,291+89.0% | $4,728+111.5% | $6,400+56.3% |
| Admin fee / account holder | $1,294 | $7,491-82.7% | $6,411-79.8% | $11,427-88.7% |