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 | $59,596 | $54,370+9.6% | $82,763-28.0% | $68,490-13.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.46% | -13.67%-1.8pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,066 | $2,219+38.1% | $3,008+1.9% | $2,597+18.1% |
| Participant deferral / active EE | $4,475 | $3,247+37.8% | $4,395+1.8% | $4,028+11.1% |
| Admin fee / account holder | $7,140 | $4,398+62.4% | $5,325+34.1% | $5,403+32.2% |