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 | $90,749 | $82,678+9.8% | $125,391-27.6% | $68,490+32.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.47% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $6,939 | $3,382+105.2% | $4,816+44.1% | $2,597+167.2% |
| Participant deferral / active EE | $4,021 | $6,111-34.2% | $7,448-46.0% | $4,028-0.2% |
| Admin fee / account holder | $2,311 | $6,277-63.2% | $10,009-76.9% | $5,403-57.2% |