Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $106,388 | $95,895+10.9% | $79,576+33.7% | $134,509-20.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.87% | -2.72%-13.2pp | 0.15%-16.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $20,144 | $3,128+543.9% | $2,413+734.8% | $4,741+324.9% |
| Participant deferral / active EE | $14,352 | $4,693+205.8% | $3,985+260.1% | $6,400+124.2% |
| Admin fee / account holder | $5,305 | $9,129-41.9% | $6,834-22.4% | $11,427-53.6% |