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 | $74,621 | $82,678-9.7% | $125,391-40.5% | $68,490+9.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.19% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $5,873 | $3,382+73.6% | $4,816+22.0% | $2,597+126.2% |
| Participant deferral / active EE | $6,971 | $6,111+14.1% | $7,448-6.4% | $4,028+73.1% |
| Admin fee / account holder | $2,623 | $6,277-58.2% | $10,009-73.8% | $5,403-51.4% |