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 | $85,982 | $69,012+24.6% | $160,037-46.3% | $68,490+25.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -12.44% | -9.65%-2.8pp | 408.95%-421.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $4,861 | $2,212+119.7% | $4,226+15.0% | $2,597+87.2% |
| Participant deferral / active EE | $13,003 | $4,212+208.7% | $6,184+110.3% | $4,028+222.8% |
| Admin fee / account holder | $9,691 | $4,798+102.0% | $8,716+11.2% | $5,403+79.4% |