Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $100,105 | $100,811-0.7% | $86,698+15.5% | $134,545-25.6% |
| Participation rate | 93.3% | 79.0%+14.4pp | 76.6%+16.7pp | 81.2%+12.1pp |
| Annual return | -15.85% | 29.11%-45.0pp | 35.96%-51.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $5,408 | $3,490+55.0% | $2,837+90.6% | $4,742+14.1% |
| Participant deferral / active EE | $5,983 | $5,339+12.0% | $4,656+28.5% | $6,401-6.5% |
| Admin fee / account holder | $17,284 | $10,926+58.2% | $7,492+130.7% | $11,431+51.2% |