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 | $67,359 | $67,396-0.1% | $60,919+10.6% | $134,545-49.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.00% | 50.12%-66.1pp | 16.96%-33.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $4,190 | $3,101+35.1% | $2,704+55.0% | $4,742-11.6% |
| Participant deferral / active EE | $6,148 | $4,534+35.6% | $3,814+61.2% | $6,401-3.9% |
| Admin fee / account holder | $1,461 | $4,590-68.2% | $3,228-54.7% | $11,431-87.2% |