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 | $106,705 | $99,644+7.1% | $86,438+23.4% | $134,532-20.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.66% | 6787.26%-6806.9pp | 4397.19%-4416.8pp | 418.27%-437.9pp |
| Employer contribution / active EE | $9,004 | $4,402+104.5% | $3,769+138.9% | $4,741+89.9% |
| Participant deferral / active EE | $8,467 | $7,247+16.8% | $6,952+21.8% | $6,401+32.3% |
| Admin fee / account holder | $1,031 | $8,375-87.7% | $6,733-84.7% | $11,429-91.0% |