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 | $79,544 | $82,678-3.8% | $125,391-36.6% | $68,490+16.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.06% | -5.97%+1.9pp | 572.41%-576.5pp | -7.85%+3.8pp |
| Employer contribution / active EE | $5,986 | $3,382+77.0% | $4,816+24.3% | $2,597+130.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,957 | $6,277-21.0% | $10,009-50.5% | $5,403-8.3% |