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 | $137,691 | $211,946-35.0% | $169,452-18.7% | $135,380+1.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.87% | 3.26%-11.1pp | 1.83%-9.7pp | 519.81%-527.7pp |
| Employer contribution / active EE | $13,001 | $5,117+154.1% | $4,157+212.7% | $4,779+172.0% |
| Participant deferral / active EE | $13,260 | $6,075+118.3% | $5,277+151.3% | $5,609+136.4% |
| Admin fee / account holder | $636 | $11,472-94.5% | $9,110-93.0% | $10,828-94.1% |