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 | $94,326 | $92,219+2.3% | $76,767+22.9% | $135,380-30.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.34% | 5.46%-12.8pp | 2.43%-9.8pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,022 | $3,216-37.1% | $2,485-18.6% | $4,779-57.7% |
| Participant deferral / active EE | $4,226 | $4,508-6.3% | $3,852+9.7% | $5,609-24.7% |
| Admin fee / account holder | $1,854 | $10,749-82.8% | $6,675-72.2% | $10,828-82.9% |