Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $105,955 | $152,542-30.5% | $117,498-9.8% | $134,509-21.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.65% | 53.02%-72.7pp | 29.75%-49.4pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,661 | $5,574-70.2% | $4,178-60.2% | $4,741-65.0% |
| Participant deferral / active EE | $8,332 | $4,819+72.9% | $4,071+104.6% | $6,400+30.2% |
| Admin fee / account holder | $1,328 | $7,006-81.0% | $5,646-76.5% | $11,427-88.4% |