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 | $103,740 | $133,998-22.6% | $112,263-7.6% | $134,545-22.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.06% | 47.17%-64.2pp | 27.49%-44.6pp | 418.37%-435.4pp |
| Employer contribution / active EE | $4,738 | $4,040+17.3% | $3,636+30.3% | $4,742-0.1% |
| Participant deferral / active EE | $5,664 | $5,292+7.0% | $4,729+19.8% | $6,401-11.5% |
| Admin fee / account holder | $16,990 | $7,493+126.8% | $6,410+165.0% | $11,431+48.6% |