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 | $98,104 | $105,866-7.3% | $90,766+8.1% | $134,545-27.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.56% | -10.99%-6.6pp | -12.16%-5.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $5,594 | $3,464+61.5% | $2,922+91.4% | $4,742+18.0% |
| Participant deferral / active EE | $4,135 | $5,217-20.7% | $4,565-9.4% | $6,401-35.4% |
| Admin fee / account holder | $12,877 | $13,938-7.6% | $8,446+52.5% | $11,431+12.7% |