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 | $204,454 | $42,914+376.4% | $60,888+235.8% | $68,498+198.5% |
| Participation rate | 94.6% | 66.8%+27.8pp | 73.1%+21.5pp | 67.9%+26.7pp |
| Annual return | -7.05% | -13.99%+6.9pp | 16.91%-24.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $10,541 | $1,979+432.6% | $2,702+290.1% | $2,596+306.0% |
| Participant deferral / active EE | $0 | $2,868-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $26,586 | $3,102+756.9% | $3,225+724.3% | $5,403+392.1% |