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 | $93,605 | $133,981-30.1% | $112,249-16.6% | $134,532-30.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.31% | 47.16%-66.5pp | 27.48%-46.8pp | 418.27%-437.6pp |
| Employer contribution / active EE | $6,608 | $4,040+63.6% | $3,636+81.7% | $4,741+39.4% |
| Participant deferral / active EE | $8,805 | $5,292+66.4% | $4,729+86.2% | $6,401+37.6% |
| Admin fee / account holder | $502 | $7,492-93.3% | $6,412-92.2% | $11,429-95.6% |