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 | $98,813 | $82,678+19.5% | $125,391-21.2% | $68,490+44.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.02% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $12,462 | $3,382+268.4% | $4,816+158.8% | $2,597+379.9% |
| Participant deferral / active EE | $17,142 | $6,111+180.5% | $7,448+130.1% | $4,028+325.6% |
| Admin fee / account holder | $10,162 | $6,277+61.9% | $10,009+1.5% | $5,403+88.1% |