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 | $131,457 | $133,981-1.9% | $112,249+17.1% | $134,532-2.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.86% | 47.16%-60.0pp | 27.48%-40.3pp | 418.27%-431.1pp |
| Employer contribution / active EE | $2,096 | $4,040-48.1% | $3,636-42.4% | $4,741-55.8% |
| Participant deferral / active EE | $22,275 | $5,292+320.9% | $4,729+371.0% | $6,401+248.0% |
| Admin fee / account holder | $1,523 | $7,492-79.7% | $6,412-76.3% | $11,429-86.7% |