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 | $119,770 | $167,533-28.5% | $151,645-21.0% | $134,545-11.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.19% | 7.81%-22.0pp | 3.34%-17.5pp | 418.37%-432.6pp |
| Employer contribution / active EE | $12,178 | $6,828+78.3% | $6,165+97.5% | $4,742+156.8% |
| Participant deferral / active EE | $7,909 | $8,985-12.0% | $8,363-5.4% | $6,401+23.6% |
| Admin fee / account holder | $3,230 | $13,781-76.6% | $11,614-72.2% | $11,431-71.7% |