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 | $50,127 | $49,177+1.9% | $79,466-36.9% | $64,173-21.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.84% | -1.16%-6.7pp | 718.28%-726.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $5,686 | $2,076+173.8% | $2,800+103.0% | $2,381+138.8% |
| Participant deferral / active EE | $3,659 | $2,821+29.7% | $3,704-1.2% | $3,470+5.5% |
| Admin fee / account holder | $4,927 | $3,839+28.3% | $5,104-3.5% | $4,887+0.8% |