Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,753 | $77,817+3.8% | $123,553-34.6% | $64,173+25.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.28% | 12.49%-17.8pp | 119.21%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,286 | $3,014+42.2% | $4,628-7.4% | $2,381+80.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,479 | $5,519+17.4% | $9,284-30.2% | $4,887+32.6% |