Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,298 | $45,872+105.6% | $77,100+22.3% | $68,490+37.7% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -13.19% | 1.73%-14.9pp | 42.35%-55.5pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,399 | $1,650+166.7% | $2,815+56.3% | $2,597+69.4% |
| Participant deferral / active EE | $8,314 | $2,963+180.6% | $4,430+87.7% | $4,028+106.4% |
| Admin fee / account holder | $845 | $3,041-72.2% | $5,443-84.5% | $5,403-84.4% |