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 | $121,231 | $93,124+30.2% | $77,100+57.2% | $134,545-9.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.59% | 62.68%-79.3pp | 42.35%-58.9pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,739 | $3,421-19.9% | $2,815-2.7% | $4,742-42.2% |
| Participant deferral / active EE | $6,266 | $5,242+19.5% | $4,430+41.5% | $6,401-2.1% |
| Admin fee / account holder | $4,029 | $6,970-42.2% | $5,443-26.0% | $11,431-64.8% |