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 | $91,210 | $99,644-8.5% | $86,438+5.5% | $134,532-32.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -18.85% | 6787.26%-6806.1pp | 4397.19%-4416.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $6,810 | $4,402+54.7% | $3,769+80.7% | $4,741+43.6% |
| Participant deferral / active EE | $20,623 | $7,247+184.6% | $6,952+196.6% | $6,401+222.2% |
| Admin fee / account holder | $5,845 | $8,375-30.2% | $6,733-13.2% | $11,429-48.9% |