Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $201,499 | $106,551+89.1% | $91,225+120.9% | $134,532+49.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.29% | 160.78%-178.1pp | 114.12%-131.4pp | 418.27%-435.6pp |
| Employer contribution / active EE | $840 | $3,331-74.8% | $2,851-70.6% | $4,741-82.3% |
| Participant deferral / active EE | $13,750 | $4,718+191.4% | $4,233+224.8% | $6,401+114.8% |
| Admin fee / account holder | $2,525 | $6,234-59.5% | $5,422-53.4% | $11,429-77.9% |