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 | $55,927 | $134,001-58.3% | $112,258-50.2% | $134,509-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.76% | 47.15%-62.9pp | 27.47%-43.2pp | 418.13%-433.9pp |
| Employer contribution / active EE | $1,388 | $4,039-65.6% | $3,636-61.8% | $4,741-70.7% |
| Participant deferral / active EE | $4,784 | $5,291-9.6% | $4,728+1.2% | $6,400-25.3% |
| Admin fee / account holder | $3,861 | $7,491-48.5% | $6,411-39.8% | $11,427-66.2% |