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 | $96,961 | $167,353-42.1% | $143,797-32.6% | $134,545-27.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.01% | 0.48%-19.5pp | -0.04%-19.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,647 | $5,620-70.7% | $4,952-66.7% | $4,742-65.3% |
| Participant deferral / active EE | $3,958 | $6,447-38.6% | $5,638-29.8% | $6,401-38.2% |
| Admin fee / account holder | $883 | $18,096-95.1% | $14,679-94.0% | $11,431-92.3% |