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 | $82,002 | $113,941-28.0% | $94,228-13.0% | $125,388-34.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.16% | 5.29%-6.5pp | 10.68%-11.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $7,175 | $4,727+51.8% | $3,587+100.0% | $4,866+47.5% |
| Participant deferral / active EE | $5,413 | $5,179+4.5% | $4,320+25.3% | $5,352+1.1% |
| Admin fee / account holder | $947 | $8,392-88.7% | $6,269-84.9% | $9,541-90.1% |