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 | $131,639 | $167,353-21.3% | $143,797-8.5% | $134,545-2.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.06% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $6,066 | $5,620+7.9% | $4,952+22.5% | $4,742+27.9% |
| Participant deferral / active EE | $4,830 | $6,447-25.1% | $5,638-14.3% | $6,401-24.5% |
| Admin fee / account holder | $2,497 | $18,096-86.2% | $14,679-83.0% | $11,431-78.2% |