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 | $119,635 | $54,370+120.0% | $82,763+44.6% | $68,490+74.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.40% | -13.67%+0.3pp | 702.45%-715.9pp | -7.85%-5.6pp |
| Employer contribution / active EE | $7,958 | $2,219+258.6% | $3,008+164.5% | $2,597+206.5% |
| Participant deferral / active EE | $12,640 | $3,247+289.3% | $4,395+187.6% | $4,028+213.8% |
| Admin fee / account holder | $15,991 | $4,398+263.6% | $5,325+200.3% | $5,403+196.0% |