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 | $99,663 | $167,353-40.4% | $143,797-30.7% | $134,545-25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.18% | 0.48%-12.7pp | -0.04%-12.1pp | 418.37%-430.5pp |
| Employer contribution / active EE | $1,959 | $5,620-65.2% | $4,952-60.5% | $4,742-58.7% |
| Participant deferral / active EE | $7,668 | $6,447+18.9% | $5,638+36.0% | $6,401+19.8% |
| Admin fee / account holder | $11,018 | $18,096-39.1% | $14,679-24.9% | $11,431-3.6% |