Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $99,040 | $129,960-23.8% | $104,299-5.0% | $134,545-26.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.08% | 42.06%-61.1pp | 24.62%-43.7pp | 418.37%-437.4pp |
| Employer contribution / active EE | $16,768 | $4,186+300.6% | $3,373+397.1% | $4,742+253.6% |
| Participant deferral / active EE | $51,875 | $5,589+828.1% | $4,626+1021.4% | $6,401+710.4% |
| Admin fee / account holder | $11,087 | $9,324+18.9% | $7,339+51.1% | $11,431-3.0% |