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 | $94,765 | $167,522-43.4% | $151,639-37.5% | $134,532-29.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.93% | 7.81%-22.7pp | 3.34%-18.3pp | 418.27%-433.2pp |
| Employer contribution / active EE | $7,894 | $6,828+15.6% | $6,165+28.0% | $4,741+66.5% |
| Participant deferral / active EE | $9,304 | $8,986+3.5% | $8,363+11.3% | $6,401+45.4% |
| Admin fee / account holder | $20,026 | $13,780+45.3% | $11,613+72.4% | $11,429+75.2% |