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 | $118,277 | $142,392-16.9% | $119,622-1.1% | $134,532-12.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.45% | -12.46%-3.0pp | -14.98%-0.5pp | 418.27%-433.7pp |
| Employer contribution / active EE | $3,403 | $5,224-34.9% | $4,232-19.6% | $4,741-28.2% |
| Participant deferral / active EE | $8,383 | $6,467+29.6% | $5,601+49.7% | $6,401+31.0% |
| Admin fee / account holder | $10,392 | $13,593-23.5% | $10,328+0.6% | $11,429-9.1% |