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 | $177,813 | $105,867+68.0% | $90,760+95.9% | $134,532+32.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.03% | -10.99%-4.0pp | -12.16%-2.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $6,054 | $3,464+74.8% | $2,922+107.2% | $4,741+27.7% |
| Participant deferral / active EE | $7,045 | $5,217+35.0% | $4,565+54.3% | $6,401+10.1% |
| Admin fee / account holder | $6,867 | $13,936-50.7% | $8,444-18.7% | $11,429-39.9% |