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 | $99,711 | $82,288+21.2% | $68,794+44.9% | $134,509-25.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.80% | -2.19%-11.6pp | -6.37%-7.4pp | 418.13%-431.9pp |
| Employer contribution / active EE | $6,969 | $3,301+111.1% | $2,656+162.4% | $4,741+47.0% |
| Participant deferral / active EE | $6,621 | $4,738+39.7% | $3,941+68.0% | $6,400+3.4% |
| Admin fee / account holder | $1,077 | $6,482-83.4% | $4,934-78.2% | $11,427-90.6% |