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 | $90,873 | $100,805-9.9% | $86,698+4.8% | $134,532-32.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.91% | 29.09%-46.0pp | 35.95%-52.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $9,996 | $3,490+186.4% | $2,837+252.4% | $4,741+110.8% |
| Participant deferral / active EE | $9,471 | $5,339+77.4% | $4,656+103.4% | $6,401+48.0% |
| Admin fee / account holder | $3,472 | $10,925-68.2% | $7,493-53.7% | $11,429-69.6% |