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 | $99,240 | $105,867-6.3% | $90,760+9.3% | $134,532-26.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.96% | -10.99%-8.0pp | -12.16%-6.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,606 | $3,464-53.6% | $2,922-45.0% | $4,741-66.1% |
| Participant deferral / active EE | $7,335 | $5,217+40.6% | $4,565+60.7% | $6,401+14.6% |
| Admin fee / account holder | $3,440 | $13,936-75.3% | $8,444-59.3% | $11,429-69.9% |