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 | $113,919 | $95,917+18.8% | $79,583+43.1% | $134,545-15.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.98% | -2.70%-14.3pp | 0.16%-17.1pp | 418.37%-435.3pp |
| Employer contribution / active EE | $13,096 | $3,129+318.5% | $2,414+442.6% | $4,742+176.2% |
| Participant deferral / active EE | $3,796 | $4,694-19.1% | $3,986-4.8% | $6,401-40.7% |
| Admin fee / account holder | $1,010 | $9,132-88.9% | $6,835-85.2% | $11,431-91.2% |