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 | $157,309 | $75,962+107.1% | $154,108+2.1% | $64,173+145.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.66% | 30.32%-37.0pp | 735.21%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $18,457 | $3,350+451.0% | $5,298+248.4% | $2,381+675.3% |
| Participant deferral / active EE | $7,899 | $3,175+148.8% | $5,081+55.5% | $3,470+127.7% |
| Admin fee / account holder | $120,140 | $5,589+2049.6% | $13,411+795.8% | $4,887+2358.1% |