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 | $110,443 | $67,372+63.9% | $60,906+81.3% | $134,532-17.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.99% | 50.05%-58.0pp | 16.94%-24.9pp | 418.27%-426.3pp |
| Employer contribution / active EE | $2,589 | $3,099-16.5% | $2,703-4.2% | $4,741-45.4% |
| Participant deferral / active EE | $4,425 | $4,532-2.4% | $3,814+16.0% | $6,401-30.9% |
| Admin fee / account holder | $2,183 | $4,588-52.4% | $3,227-32.4% | $11,429-80.9% |