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 | $96,457 | $93,124+3.6% | $77,100+25.1% | $134,545-28.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.69% | 62.68%-81.4pp | 42.35%-61.0pp | 418.37%-437.1pp |
| Employer contribution / active EE | $3,576 | $3,421+4.5% | $2,815+27.0% | $4,742-24.6% |
| Participant deferral / active EE | $16,498 | $5,242+214.7% | $4,430+272.4% | $6,401+157.7% |
| Admin fee / account holder | $9,440 | $6,970+35.4% | $5,443+73.4% | $11,431-17.4% |