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 | $97,093 | $82,678+17.4% | $125,391-22.6% | $68,490+41.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.32% | -5.97%-6.3pp | 572.41%-584.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $7,593 | $3,382+124.5% | $4,816+57.7% | $2,597+192.4% |
| Participant deferral / active EE | $7,597 | $6,111+24.3% | $7,448+2.0% | $4,028+88.6% |
| Admin fee / account holder | $25,913 | $6,277+312.8% | $10,009+158.9% | $5,403+379.6% |