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 | $106,967 | $167,323-36.1% | $143,770-25.6% | $134,493-20.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.40% | 0.47%-14.9pp | -0.04%-14.4pp | 418.01%-432.4pp |
| Employer contribution / active EE | $5,575 | $5,619-0.8% | $4,951+12.6% | $4,740+17.6% |
| Participant deferral / active EE | $8,170 | $6,446+26.7% | $5,638+44.9% | $6,400+27.7% |
| Admin fee / account holder | $300 | $18,088-98.3% | $14,673-98.0% | $11,425-97.4% |