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 | $96,509 | $211,946-54.5% | $169,452-43.0% | $135,380-28.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.22% | 3.26%-12.5pp | 1.83%-11.1pp | 519.81%-529.0pp |
| Employer contribution / active EE | $7,038 | $5,117+37.5% | $4,157+69.3% | $4,779+47.3% |
| Participant deferral / active EE | $9,515 | $6,075+56.6% | $5,277+80.3% | $5,609+69.6% |
| Admin fee / account holder | $867 | $11,472-92.4% | $9,110-90.5% | $10,828-92.0% |