Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $112,835 | $82,674+36.5% | $125,381-10.0% | $68,486+64.8% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -13.56% | -5.97%-7.6pp | 572.31%-585.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $10,857 | $3,382+221.0% | $4,815+125.5% | $2,597+318.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,518 | $6,277+51.6% | $10,007-4.9% | $5,404+76.1% |