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 | $108,765 | $95,188+14.3% | $76,518+42.1% | $135,380-19.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.34% | 4.85%-14.2pp | -0.27%-9.1pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,317 | $3,303-60.1% | $2,647-50.3% | $4,779-72.5% |
| Participant deferral / active EE | $9,267 | $4,640+99.7% | $3,836+141.6% | $5,609+65.2% |
| Admin fee / account holder | $3,248 | $6,249-48.0% | $4,849-33.0% | $10,828-70.0% |