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 | $76,819 | $134,008-42.7% | $112,270-31.6% | $134,554-42.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.02% | 47.18%-63.2pp | 27.49%-43.5pp | 418.46%-434.5pp |
| Employer contribution / active EE | $5,020 | $4,040+24.3% | $3,635+38.1% | $4,742+5.9% |
| Participant deferral / active EE | $2,110 | $5,292-60.1% | $4,729-55.4% | $6,401-67.0% |
| Admin fee / account holder | $2,071 | $7,493-72.4% | $6,411-67.7% | $11,430-81.9% |