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 | $90,536 | $82,678+9.5% | $125,391-27.8% | $68,490+32.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.89% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,751 | $3,382-48.2% | $4,816-63.6% | $2,597-32.6% |
| Participant deferral / active EE | $8,390 | $6,111+37.3% | $7,448+12.6% | $4,028+108.3% |
| Admin fee / account holder | $2,443 | $6,277-61.1% | $10,009-75.6% | $5,403-54.8% |