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 | $86,929 | $95,188-8.7% | $76,518+13.6% | $135,379-35.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.97% | 4.85%-12.8pp | -0.27%-7.7pp | 519.79%-527.8pp |
| Employer contribution / active EE | $9,776 | $3,303+196.0% | $2,647+269.3% | $4,779+104.6% |
| Participant deferral / active EE | $6,044 | $4,640+30.3% | $3,836+57.6% | $5,609+7.8% |
| Admin fee / account holder | $921 | $6,249-85.3% | $4,849-81.0% | $10,828-91.5% |