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 | $108,133 | $93,124+16.1% | $77,100+40.3% | $134,545-19.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -18.41% | 62.68%-81.1pp | 42.35%-60.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,110 | $3,421-9.1% | $2,815+10.5% | $4,742-34.4% |
| Participant deferral / active EE | $6,096 | $5,242+16.3% | $4,430+37.6% | $6,401-4.8% |
| Admin fee / account holder | $946 | $6,970-86.4% | $5,443-82.6% | $11,431-91.7% |