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 | $105,384 | $167,362-37.0% | $143,799-26.7% | $134,532-21.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.99% | 0.47%-15.5pp | -0.04%-14.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $3,763 | $5,620-33.0% | $4,952-24.0% | $4,741-20.6% |
| Participant deferral / active EE | $5,999 | $6,447-7.0% | $5,638+6.4% | $6,401-6.3% |
| Admin fee / account holder | $9,627 | $18,094-46.8% | $14,677-34.4% | $11,429-15.8% |