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 | $151,297 | $95,917+57.7% | $79,583+90.1% | $134,545+12.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.21% | -2.70%-16.5pp | 0.16%-19.4pp | 418.37%-437.6pp |
| Employer contribution / active EE | $9,376 | $3,129+199.6% | $2,414+288.5% | $4,742+97.7% |
| Participant deferral / active EE | $10,084 | $4,694+114.8% | $3,986+153.0% | $6,401+57.5% |
| Admin fee / account holder | $6,470 | $9,132-29.1% | $6,835-5.3% | $11,431-43.4% |