Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $71,506 | $100,811-29.1% | $86,698-17.5% | $134,545-46.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.24% | 29.11%-43.4pp | 35.96%-50.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $11,003 | $3,490+215.3% | $2,837+287.9% | $4,742+132.1% |
| Participant deferral / active EE | $10,400 | $5,339+94.8% | $4,656+123.4% | $6,401+62.5% |
| Admin fee / account holder | $9,080 | $10,926-16.9% | $7,492+21.2% | $11,431-20.6% |