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 | $193,276 | $67,372+186.9% | $60,906+217.3% | $134,532+43.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.67% | 50.05%-62.7pp | 16.94%-29.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $13,295 | $3,099+329.0% | $2,703+391.8% | $4,741+180.4% |
| Participant deferral / active EE | $19,537 | $4,532+331.1% | $3,814+412.3% | $6,401+205.2% |
| Admin fee / account holder | $5,831 | $4,588+27.1% | $3,227+80.7% | $11,429-49.0% |