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 | $127,117 | $167,362-24.0% | $143,799-11.6% | $134,532-5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.96% | 0.47%-11.4pp | -0.04%-10.9pp | 418.27%-429.2pp |
| Employer contribution / active EE | $5,274 | $5,620-6.2% | $4,952+6.5% | $4,741+11.2% |
| Participant deferral / active EE | $8,860 | $6,447+37.4% | $5,638+57.1% | $6,401+38.4% |
| Admin fee / account holder | $48,188 | $18,094+166.3% | $14,677+228.3% | $11,429+321.6% |