Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $98,697 | $133,981-26.3% | $112,249-12.1% | $134,532-26.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.00% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $12,506 | $4,040+209.6% | $3,636+243.9% | $4,741+163.8% |
| Participant deferral / active EE | $8,439 | $5,292+59.5% | $4,729+78.5% | $6,401+31.8% |
| Admin fee / account holder | $814 | $7,492-89.1% | $6,412-87.3% | $11,429-92.9% |