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 | $119,323 | $149,333-20.1% | $106,387+12.2% | $135,380-11.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -6.34% | 0.52%-6.9pp | 0.25%-6.6pp | 519.81%-526.1pp |
| Employer contribution / active EE | $17,639 | $4,984+253.9% | $3,520+401.1% | $4,779+269.1% |
| Participant deferral / active EE | $17,658 | $7,230+144.2% | $5,421+225.7% | $5,609+214.8% |
| Admin fee / account holder | $832 | $15,952-94.8% | $7,510-88.9% | $10,828-92.3% |