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 | $78,187 | $152,597-48.8% | $117,533-33.5% | $134,532-41.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.12% | 53.04%-64.2pp | 29.77%-40.9pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,690 | $5,576-69.7% | $4,179-59.6% | $4,741-64.4% |
| Participant deferral / active EE | $3,054 | $4,821-36.7% | $4,072-25.0% | $6,401-52.3% |
| Admin fee / account holder | $4,631 | $7,007-33.9% | $5,647-18.0% | $11,429-59.5% |