Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $125,191 | $142,392-12.1% | $119,622+4.7% | $134,532-6.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.60% | -12.46%+0.9pp | -14.98%+3.4pp | 418.27%-429.9pp |
| Employer contribution / active EE | $4,208 | $5,224-19.4% | $4,232-0.6% | $4,741-11.2% |
| Participant deferral / active EE | $9,988 | $6,467+54.4% | $5,601+78.3% | $6,401+56.0% |
| Admin fee / account holder | $1,871 | $13,593-86.2% | $10,328-81.9% | $11,429-83.6% |