Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $77,065 | $106,557-27.7% | $91,227-15.5% | $134,545-42.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.94% | 160.81%-176.8pp | 114.14%-130.1pp | 418.37%-434.3pp |
| Employer contribution / active EE | $7,333 | $3,332+120.1% | $2,851+157.2% | $4,742+54.7% |
| Participant deferral / active EE | $14,867 | $4,719+215.0% | $4,234+251.1% | $6,401+132.2% |
| Admin fee / account holder | $629 | $6,235-89.9% | $5,423-88.4% | $11,431-94.5% |