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 | $112,224 | $167,353-32.9% | $143,797-22.0% | $134,545-16.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $11,239 | $5,620+100.0% | $4,952+126.9% | $4,742+137.0% |
| Participant deferral / active EE | $7,313 | $6,447+13.4% | $5,638+29.7% | $6,401+14.2% |
| Admin fee / account holder | $28,257 | $18,096+56.2% | $14,679+92.5% | $11,431+147.2% |