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 | $129,152 | $69,541+85.7% | $59,899+115.6% | $135,380-4.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.14% | 7.95%-14.1pp | 3.46%-9.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $8,796 | $3,236+171.8% | $2,723+223.1% | $4,779+84.1% |
| Participant deferral / active EE | $9,168 | $4,206+118.0% | $3,402+169.5% | $5,609+63.5% |
| Admin fee / account holder | $2,054 | $5,737-64.2% | $3,592-42.8% | $10,828-81.0% |