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 | $89,963 | $53,546+68.0% | $69,890+28.7% | $68,490+31.4% |
| Participation rate | 96.9% | 64.5%+32.4pp | 70.5%+26.4pp | 67.9%+29.0pp |
| Annual return | -1.10% | -13.87%+12.8pp | 190.84%-191.9pp | -7.85%+6.7pp |
| Employer contribution / active EE | $7,105 | $2,019+251.9% | $2,560+177.5% | $2,597+173.6% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,624 | $4,693+83.8% | $6,267+37.6% | $5,403+59.6% |