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 | $110,027 | $133,981-17.9% | $112,249-2.0% | $134,532-18.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.58% | 47.16%-66.7pp | 27.48%-47.1pp | 418.27%-437.8pp |
| Employer contribution / active EE | $3,039 | $4,040-24.8% | $3,636-16.4% | $4,741-35.9% |
| Participant deferral / active EE | $9,041 | $5,292+70.8% | $4,729+91.2% | $6,401+41.2% |
| Admin fee / account holder | $442 | $7,492-94.1% | $6,412-93.1% | $11,429-96.1% |