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 | $100,095 | $97,020+3.2% | $83,322+20.1% | $135,379-26.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.71% | 12.31%-21.0pp | 10.64%-19.3pp | 519.79%-528.5pp |
| Employer contribution / active EE | $12,213 | $4,144+194.7% | $3,379+261.4% | $4,779+155.6% |
| Participant deferral / active EE | $15,266 | $5,964+156.0% | $5,565+174.3% | $5,609+172.2% |
| Admin fee / account holder | $18,145 | $8,426+115.3% | $7,540+140.7% | $10,828+67.6% |