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 | $119,097 | $95,917+24.2% | $79,583+49.7% | $134,545-11.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.12% | -2.70%-13.4pp | 0.16%-16.3pp | 418.37%-434.5pp |
| Employer contribution / active EE | $7,219 | $3,129+130.7% | $2,414+199.1% | $4,742+52.3% |
| Participant deferral / active EE | $6,563 | $4,694+39.8% | $3,986+64.7% | $6,401+2.5% |
| Admin fee / account holder | $2,090 | $9,132-77.1% | $6,835-69.4% | $11,431-81.7% |