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 | $99,802 | $100,792-1.0% | $86,691+15.1% | $134,509-25.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.22% | 29.08%-30.3pp | 35.94%-37.2pp | 418.13%-419.4pp |
| Employer contribution / active EE | $2,303 | $3,491-34.0% | $2,837-18.8% | $4,741-51.4% |
| Participant deferral / active EE | $3,870 | $5,339-27.5% | $4,656-16.9% | $6,400-39.5% |
| Admin fee / account holder | $8,417 | $10,924-22.9% | $7,492+12.4% | $11,427-26.3% |