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 | $85,970 | $82,674+4.0% | $125,381-31.4% | $68,486+25.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,663 | $3,382+37.9% | $4,815-3.2% | $2,597+79.6% |
| Participant deferral / active EE | $9,427 | $6,111+54.3% | $7,448+26.6% | $4,028+134.1% |
| Admin fee / account holder | $618 | $6,277-90.2% | $10,007-93.8% | $5,404-88.6% |