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 | $116,438 | $82,674+40.8% | $125,381-7.1% | $68,486+70.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,807 | $3,382+12.6% | $4,815-20.9% | $2,597+46.6% |
| Participant deferral / active EE | $9,031 | $6,111+47.8% | $7,448+21.3% | $4,028+124.2% |
| Admin fee / account holder | $2,889 | $6,277-54.0% | $10,007-71.1% | $5,404-46.5% |