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 | $123,560 | $99,032+24.8% | $80,022+54.4% | $135,379-8.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.89% | 15.39%-24.3pp | 11.22%-20.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,852 | $3,043-39.1% | $2,468-24.9% | $4,779-61.2% |
| Participant deferral / active EE | $10,981 | $4,282+156.4% | $3,686+197.9% | $5,609+95.8% |
| Admin fee / account holder | $5,000 | $10,436-52.1% | $6,521-23.3% | $10,828-53.8% |