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 | $86,119 | $82,674+4.2% | $125,358-31.3% | $68,498+25.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.55% | -5.97%-5.6pp | 572.03%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $5,493 | $3,381+62.5% | $4,814+14.1% | $2,596+111.6% |
| Participant deferral / active EE | $8,110 | $6,111+32.7% | $7,447+8.9% | $4,027+101.4% |
| Admin fee / account holder | $31,158 | $6,276+396.5% | $10,007+211.4% | $5,403+476.7% |