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 | $141,505 | $82,324+71.9% | $68,803+105.7% | $134,545+5.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.65% | -2.17%-7.5pp | -6.37%-3.3pp | 418.37%-428.0pp |
| Employer contribution / active EE | $4,108 | $3,302+24.4% | $2,656+54.7% | $4,742-13.4% |
| Participant deferral / active EE | $2,063 | $4,740-56.5% | $3,942-47.7% | $6,401-67.8% |
| Admin fee / account holder | $21,380 | $6,485+229.7% | $4,936+333.2% | $11,431+87.0% |