Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,276 | $133,998-39.3% | $112,263-27.6% | $134,545-39.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.03% | 47.17%-61.2pp | 27.49%-41.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $5,083 | $4,040+25.8% | $3,636+39.8% | $4,742+7.2% |
| Participant deferral / active EE | $6,523 | $5,292+23.3% | $4,729+37.9% | $6,401+1.9% |
| Admin fee / account holder | $707 | $7,493-90.6% | $6,410-89.0% | $11,431-93.8% |