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 | $139,431 | $91,911+51.7% | $68,612+103.2% | $135,380+3.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -3.98% | -8.22%+4.2pp | -4.63%+0.7pp | 519.81%-523.8pp |
| Employer contribution / active EE | $8,057 | $3,924+105.3% | $2,625+206.9% | $4,779+68.6% |
| Participant deferral / active EE | $4,953 | $4,315+14.8% | $3,311+49.6% | $5,609-11.7% |
| Admin fee / account holder | $10,204 | $9,240+10.4% | $5,131+98.8% | $10,828-5.8% |