Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,316 | $134,001-10.2% | $112,258+7.2% | $134,509-10.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.94% | 47.15%-60.1pp | 27.47%-40.4pp | 418.13%-431.1pp |
| Employer contribution / active EE | $3,885 | $4,039-3.8% | $3,636+6.9% | $4,741-18.0% |
| Participant deferral / active EE | $10,940 | $5,291+106.8% | $4,728+131.4% | $6,400+70.9% |
| Admin fee / account holder | $758 | $7,491-89.9% | $6,411-88.2% | $11,427-93.4% |