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 | $91,633 | $85,790+6.8% | $67,313+36.1% | $135,380-32.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.13% | -0.54%-4.6pp | -4.08%-1.0pp | 519.81%-524.9pp |
| Employer contribution / active EE | $17,113 | $3,487+390.7% | $2,566+567.0% | $4,779+258.1% |
| Participant deferral / active EE | $2,668 | $4,651-42.6% | $3,568-25.2% | $5,609-52.4% |
| Admin fee / account holder | $14,039 | $6,392+119.6% | $4,507+211.5% | $10,828+29.7% |