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 | $116,447 | $93,124+25.0% | $77,100+51.0% | $134,545-13.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.76% | 62.68%-79.4pp | 42.35%-59.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $8,093 | $3,421+136.6% | $2,815+187.5% | $4,742+70.7% |
| Participant deferral / active EE | $9,295 | $5,242+77.3% | $4,430+109.9% | $6,401+45.2% |
| Admin fee / account holder | $1,441 | $6,970-79.3% | $5,443-73.5% | $11,431-87.4% |