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 | $105,597 | $93,117+13.4% | $77,096+37.0% | $134,532-21.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.81% | 62.67%-80.5pp | 42.35%-60.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,527 | $3,420+3.1% | $2,814+25.3% | $4,741-25.6% |
| Participant deferral / active EE | $14,910 | $5,241+184.5% | $4,429+236.6% | $6,401+132.9% |
| Admin fee / account holder | $5,019 | $6,948-27.8% | $5,428-7.5% | $11,429-56.1% |