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 | $71,322 | $152,591-53.3% | $117,529-39.3% | $134,545-47.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.23% | 53.04%-73.3pp | 29.77%-50.0pp | 418.37%-438.6pp |
| Employer contribution / active EE | $3,625 | $5,576-35.0% | $4,179-13.3% | $4,742-23.5% |
| Participant deferral / active EE | $10,941 | $4,821+126.9% | $4,072+168.7% | $6,401+70.9% |
| Admin fee / account holder | $3,088 | $7,004-55.9% | $5,645-45.3% | $11,431-73.0% |