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 | $175,668 | $105,867+65.9% | $90,760+93.6% | $134,532+30.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.37% | -10.99%-3.4pp | -12.16%-2.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $2,798 | $3,464-19.2% | $2,922-4.2% | $4,741-41.0% |
| Participant deferral / active EE | $5,117 | $5,217-1.9% | $4,565+12.1% | $6,401-20.1% |
| Admin fee / account holder | $17,088 | $13,936+22.6% | $8,444+102.4% | $11,429+49.5% |