Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,889 | $133,998-7.5% | $112,263+10.4% | $134,545-7.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.47% | 47.17%-55.6pp | 27.49%-36.0pp | 418.37%-426.8pp |
| Employer contribution / active EE | $13,298 | $4,040+229.2% | $3,636+265.7% | $4,742+180.5% |
| Participant deferral / active EE | $12,038 | $5,292+127.5% | $4,729+154.5% | $6,401+88.1% |
| Admin fee / account holder | $32,937 | $7,493+339.6% | $6,410+413.8% | $11,431+188.1% |