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 | $96,160 | $82,674+16.3% | $125,381-23.3% | $68,486+40.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.82% | -5.97%-12.9pp | 572.31%-591.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $5,317 | $3,382+57.2% | $4,815+10.4% | $2,597+104.8% |
| Participant deferral / active EE | $5,491 | $6,111-10.1% | $7,448-26.3% | $4,028+36.3% |
| Admin fee / account holder | $603 | $6,277-90.4% | $10,007-94.0% | $5,404-88.8% |