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 | $69,258 | $82,674-16.2% | $125,381-44.8% | $68,486+1.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,852 | $3,382-15.7% | $4,815-40.8% | $2,597+9.8% |
| Participant deferral / active EE | $7,312 | $6,111+19.7% | $7,448-1.8% | $4,028+81.5% |
| Admin fee / account holder | $2,744 | $6,277-56.3% | $10,007-72.6% | $5,404-49.2% |