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 | $77,873 | $133,981-41.9% | $112,249-30.6% | $134,532-42.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.46% | 47.16%-57.6pp | 27.48%-37.9pp | 418.27%-428.7pp |
| Employer contribution / active EE | $9,829 | $4,040+143.3% | $3,636+170.3% | $4,741+107.3% |
| Participant deferral / active EE | $9,174 | $5,292+73.4% | $4,729+94.0% | $6,401+43.3% |
| Admin fee / account holder | $824 | $7,492-89.0% | $6,412-87.2% | $11,429-92.8% |