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 | $94,388 | $75,962+24.3% | $154,108-38.8% | $64,173+47.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.95% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,854 | $3,350+15.0% | $5,298-27.3% | $2,381+61.9% |
| Participant deferral / active EE | $5,315 | $3,175+67.4% | $5,081+4.6% | $3,470+53.2% |
| Admin fee / account holder | $9,370 | $5,589+67.7% | $13,411-30.1% | $4,887+91.7% |