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 | $164,083 | $211,946-22.6% | $169,452-3.2% | $135,380+21.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.05% | 3.26%-10.3pp | 1.83%-8.9pp | 519.81%-526.9pp |
| Employer contribution / active EE | $13,840 | $5,117+170.5% | $4,157+232.9% | $4,779+189.6% |
| Participant deferral / active EE | $9,120 | $6,075+50.1% | $5,277+72.8% | $5,609+62.6% |
| Admin fee / account holder | $375 | $11,472-96.7% | $9,110-95.9% | $10,828-96.5% |