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 | $103,533 | $105,866-2.2% | $90,766+14.1% | $134,545-23.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.67% | -10.99%-1.7pp | -12.16%-0.5pp | 418.37%-431.0pp |
| Employer contribution / active EE | $3,407 | $3,464-1.6% | $2,922+16.6% | $4,742-28.1% |
| Participant deferral / active EE | $4,757 | $5,217-8.8% | $4,565+4.2% | $6,401-25.7% |
| Admin fee / account holder | $25,724 | $13,938+84.6% | $8,446+204.6% | $11,431+125.0% |