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 | $90,153 | $53,546+68.4% | $69,884+29.0% | $68,486+31.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.82% | -13.87%-2.0pp | 190.81%-206.6pp | -7.85%-8.0pp |
| Employer contribution / active EE | $7,277 | $2,019+260.4% | $2,560+184.2% | $2,597+180.2% |
| Participant deferral / active EE | $7,763 | $2,957+162.6% | $3,848+101.7% | $4,028+92.8% |
| Admin fee / account holder | $1,436 | $4,693-69.4% | $6,266-77.1% | $5,404-73.4% |