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 | $79,414 | $134,001-40.7% | $112,258-29.3% | $134,509-41.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.10% | 47.15%-67.3pp | 27.47%-47.6pp | 418.13%-438.2pp |
| Employer contribution / active EE | $2,649 | $4,039-34.4% | $3,636-27.1% | $4,741-44.1% |
| Participant deferral / active EE | $5,785 | $5,291+9.3% | $4,728+22.3% | $6,400-9.6% |
| Admin fee / account holder | $11,973 | $7,491+59.8% | $6,411+86.8% | $11,427+4.8% |