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 | $99,905 | $82,674+20.8% | $125,381-20.3% | $68,486+45.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $5,011 | $3,382+48.2% | $4,815+4.1% | $2,597+93.0% |
| Participant deferral / active EE | $9,839 | $6,111+61.0% | $7,448+32.1% | $4,028+144.3% |
| Admin fee / account holder | $992 | $6,277-84.2% | $10,007-90.1% | $5,404-81.6% |