Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $82,794 | $82,674+0.1% | $125,381-34.0% | $68,486+20.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.49% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $10,758 | $3,382+218.1% | $4,815+123.4% | $2,597+314.3% |
| Participant deferral / active EE | $10,191 | $6,111+66.8% | $7,448+36.8% | $4,028+153.0% |
| Admin fee / account holder | $4,612 | $6,277-26.5% | $10,007-53.9% | $5,404-14.6% |