Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $110,203 | $105,866+4.1% | $90,766+21.4% | $134,545-18.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.47% | -10.99%-1.5pp | -12.16%-0.3pp | 418.37%-430.8pp |
| Employer contribution / active EE | $3,467 | $3,464+0.1% | $2,922+18.7% | $4,742-26.9% |
| Participant deferral / active EE | $7,775 | $5,217+49.0% | $4,565+70.3% | $6,401+21.5% |
| Admin fee / account holder | $2,553 | $13,938-81.7% | $8,446-69.8% | $11,431-77.7% |