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 | $72,317 | $82,678-12.5% | $125,391-42.3% | $68,490+5.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.48% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,930 | $3,382+16.2% | $4,816-18.4% | $2,597+51.4% |
| Participant deferral / active EE | $7,459 | $6,111+22.0% | $7,448+0.1% | $4,028+85.2% |
| Admin fee / account holder | $4,703 | $6,277-25.1% | $10,009-53.0% | $5,403-13.0% |