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 | $89,748 | $95,979-6.5% | $74,551+20.4% | $135,380-33.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.60% | 56.97%-62.6pp | 32.53%-38.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $3,222 | $2,716+18.6% | $1,961+64.3% | $4,779-32.6% |
| Participant deferral / active EE | $5,942 | $3,844+54.6% | $3,108+91.2% | $5,609+5.9% |
| Admin fee / account holder | $745 | $6,522-88.6% | $5,059-85.3% | $10,828-93.1% |