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 | $93,098+3.6% | $77,081+25.1% | $134,509-28.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.69% | 62.63%-81.3pp | 42.33%-61.0pp | 418.13%-436.8pp |
| Employer contribution / active EE | $3,576 | $3,419+4.6% | $2,813+27.1% | $4,741-24.6% |
| Participant deferral / active EE | $16,498 | $5,239+214.9% | $4,428+272.6% | $6,400+157.8% |
| Admin fee / account holder | $9,440 | $6,945+35.9% | $5,427+74.0% | $11,427-17.4% |