Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $88,200 | $91,537-3.6% | $130,045-32.2% | $75,173+17.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.55% | -631.55%+648.1pp | -137.30%+153.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,451 | $2,845+21.3% | $4,321-20.1% | $2,671+29.2% |
| Participant deferral / active EE | $5,034 | $4,343+15.9% | $5,820-13.5% | $4,126+22.0% |
| Admin fee / account holder | $3,652 | $6,780-46.1% | $10,600-65.5% | $5,651-35.4% |