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 | $109,240 | $118,869-8.1% | $96,575+13.1% | $167,518-34.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.88% | 50.49%-38.6pp | 37.79%-25.9pp | 478.71%-466.8pp |
| Employer contribution / active EE | $15,859 | $3,120+408.3% | $2,357+572.9% | $4,838+227.8% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $29,352 | $8,067+263.8% | $6,182+374.8% | $12,312+138.4% |