Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,064 | $106,557-60.5% | $91,227-53.9% | $134,545-68.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.76% | 160.81%-181.6pp | 114.14%-134.9pp | 418.37%-439.1pp |
| Employer contribution / active EE | $3,176 | $3,332-4.7% | $2,851+11.4% | $4,742-33.0% |
| Participant deferral / active EE | $9,435 | $4,719+99.9% | $4,234+122.8% | $6,401+47.4% |
| Admin fee / account holder | $8,933 | $6,235+43.3% | $5,423+64.7% | $11,431-21.8% |