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 | $155,934 | $90,467+72.4% | $93,759+66.3% | $134,532+15.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -9.90% | -15.72%+5.8pp | -11.33%+1.4pp | 418.27%-428.2pp |
| Employer contribution / active EE | $2,648 | $4,345-39.1% | $4,324-38.8% | $4,741-44.2% |
| Participant deferral / active EE | $9,984 | $5,980+67.0% | $6,096+63.8% | $6,401+56.0% |
| Admin fee / account holder | $679 | $9,258-92.7% | $7,197-90.6% | $11,429-94.1% |