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 | $144,557 | $167,353-13.6% | $143,797+0.5% | $134,545+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.85% | 0.48%-10.3pp | -0.04%-9.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $11,670 | $5,620+107.6% | $4,952+135.7% | $4,742+146.1% |
| Participant deferral / active EE | $6,000 | $6,447-6.9% | $5,638+6.4% | $6,401-6.3% |
| Admin fee / account holder | $1,056 | $18,096-94.2% | $14,679-92.8% | $11,431-90.8% |