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 | $64,717 | $67,372-3.9% | $60,906+6.3% | $134,532-51.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.14% | 50.05%-65.2pp | 16.94%-32.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $7,894 | $3,099+154.7% | $2,703+192.0% | $4,741+66.5% |
| Participant deferral / active EE | $3,763 | $4,532-17.0% | $3,814-1.3% | $6,401-41.2% |
| Admin fee / account holder | $19,798 | $4,588+331.5% | $3,227+513.5% | $11,429+73.2% |