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 | $162,113 | $133,981+21.0% | $112,249+44.4% | $134,532+20.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.74% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $6,177 | $4,040+52.9% | $3,636+69.9% | $4,741+30.3% |
| Participant deferral / active EE | $20,250 | $5,292+282.7% | $4,729+328.2% | $6,401+216.4% |
| Admin fee / account holder | $2,871 | $7,492-61.7% | $6,412-55.2% | $11,429-74.9% |