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 | $128,051 | $73,863+73.4% | $143,797-11.0% | $68,490+87.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.45% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,240 | $3,185+190.1% | $4,952+86.6% | $2,597+255.8% |
| Participant deferral / active EE | $1,980 | $3,385-41.5% | $5,638-64.9% | $4,028-50.8% |
| Admin fee / account holder | $12,490 | $5,756+117.0% | $14,679-14.9% | $5,403+131.2% |