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 | $68,175 | $167,353-59.3% | $143,797-52.6% | $134,545-49.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.09% | 0.48%-12.6pp | -0.04%-12.1pp | 418.37%-430.5pp |
| Employer contribution / active EE | $2,926 | $5,620-47.9% | $4,952-40.9% | $4,742-38.3% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $3,970 | $18,096-78.1% | $14,679-73.0% | $11,431-65.3% |