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 | $77,744 | $133,998-42.0% | $112,263-30.7% | $134,545-42.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.52% | 47.17%-66.7pp | 27.49%-47.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $5,482 | $4,040+35.7% | $3,636+50.8% | $4,742+15.6% |
| Participant deferral / active EE | $9,727 | $5,292+83.8% | $4,729+105.7% | $6,401+51.9% |
| Admin fee / account holder | $1,109 | $7,493-85.2% | $6,410-82.7% | $11,431-90.3% |