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 | $112,458 | $100,811+11.6% | $86,698+29.7% | $134,545-16.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.29% | 29.11%-48.4pp | 35.96%-55.2pp | 418.37%-437.7pp |
| Employer contribution / active EE | $3,276 | $3,490-6.1% | $2,837+15.5% | $4,742-30.9% |
| Participant deferral / active EE | $9,960 | $5,339+86.5% | $4,656+113.9% | $6,401+55.6% |
| Admin fee / account holder | $1,799 | $10,926-83.5% | $7,492-76.0% | $11,431-84.3% |