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 | $126,116 | $107,809+17.0% | $90,657+39.1% | $135,379-6.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.69% | -0.90%-4.8pp | 1.89%-7.6pp | 519.79%-525.5pp |
| Employer contribution / active EE | $2,292 | $3,018-24.0% | $2,532-9.5% | $4,779-52.0% |
| Participant deferral / active EE | $5,172 | $3,872+33.6% | $3,424+51.0% | $5,609-7.8% |
| Admin fee / account holder | $15,499 | $5,931+161.3% | $4,994+210.3% | $10,828+43.1% |