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 | $74,313 | $82,678-10.1% | $125,391-40.7% | $68,490+8.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.71% | -5.97%-7.7pp | 572.41%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,116 | $3,382-67.0% | $4,816-76.8% | $2,597-57.0% |
| Participant deferral / active EE | $8,095 | $6,111+32.5% | $7,448+8.7% | $4,028+101.0% |
| Admin fee / account holder | $8,191 | $6,277+30.5% | $10,009-18.2% | $5,403+51.6% |