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 | $131,556 | $92,219+42.7% | $76,767+71.4% | $135,380-2.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.32% | 5.46%-11.8pp | 2.43%-8.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $4,754 | $3,216+47.8% | $2,485+91.3% | $4,779-0.5% |
| Participant deferral / active EE | $5,012 | $4,508+11.2% | $3,852+30.1% | $5,609-10.6% |
| Admin fee / account holder | $807 | $10,749-92.5% | $6,675-87.9% | $10,828-92.5% |