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 | $76,349 | $133,998-43.0% | $112,263-32.0% | $134,545-43.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.62% | 47.17%-60.8pp | 27.49%-41.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $4,799 | $4,040+18.8% | $3,636+32.0% | $4,742+1.2% |
| Participant deferral / active EE | $4,079 | $5,292-22.9% | $4,729-13.8% | $6,401-36.3% |
| Admin fee / account holder | $3,786 | $7,493-49.5% | $6,410-40.9% | $11,431-66.9% |