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 | $64,501 | $67,372-4.3% | $60,906+5.9% | $134,532-52.1% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -11.99% | 50.05%-62.0pp | 16.94%-28.9pp | 418.27%-430.3pp |
| Employer contribution / active EE | $4,885 | $3,099+57.6% | $2,703+80.7% | $4,741+3.0% |
| Participant deferral / active EE | $5,258 | $4,532+16.0% | $3,814+37.9% | $6,401-17.9% |
| Admin fee / account holder | $10,856 | $4,588+136.6% | $3,227+236.4% | $11,429-5.0% |