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 | $117,819 | $113,941+3.4% | $94,229+25.0% | $125,389-6.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.58% | 5.29%-7.9pp | 10.68%-13.3pp | 282.24%-284.8pp |
| Employer contribution / active EE | $10,299 | $4,727+117.9% | $3,587+187.1% | $4,866+111.7% |
| Participant deferral / active EE | $11,526 | $5,179+122.6% | $4,320+166.8% | $5,352+115.4% |
| Admin fee / account holder | $79,912 | $8,392+852.3% | $6,269+1174.7% | $9,541+737.6% |