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 | $83,068 | $93,124-10.8% | $77,100+7.7% | $134,545-38.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.95% | 62.68%-81.6pp | 42.35%-61.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,341 | $3,421-60.8% | $2,815-52.4% | $4,742-71.7% |
| Participant deferral / active EE | $6,777 | $5,242+29.3% | $4,430+53.0% | $6,401+5.9% |
| Admin fee / account holder | $2,585 | $6,970-62.9% | $5,443-52.5% | $11,431-77.4% |