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 | $86,860 | $49,177+76.6% | $79,467+9.3% | $64,173+35.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.74% | -1.16%-5.6pp | 718.30%-725.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,106 | $2,076+194.1% | $2,800+118.0% | $2,381+156.5% |
| Participant deferral / active EE | $7,015 | $2,821+148.6% | $3,704+89.4% | $3,470+102.2% |
| Admin fee / account holder | $5,597 | $3,839+45.8% | $5,104+9.7% | $4,887+14.5% |