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 | $84,649 | $82,678+2.4% | $125,391-32.5% | $68,490+23.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $9,013 | $3,382+166.5% | $4,816+87.2% | $2,597+247.1% |
| Participant deferral / active EE | $11,380 | $6,111+86.2% | $7,448+52.8% | $4,028+182.5% |
| Admin fee / account holder | $720 | $6,277-88.5% | $10,009-92.8% | $5,403-86.7% |