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 | $136,080 | $142,392-4.4% | $119,622+13.8% | $134,532+1.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.19% | -12.46%-5.7pp | -14.98%-3.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $4,543 | $5,224-13.0% | $4,232+7.3% | $4,741-4.2% |
| Participant deferral / active EE | $8,211 | $6,467+27.0% | $5,601+46.6% | $6,401+28.3% |
| Admin fee / account holder | $1,980 | $13,593-85.4% | $10,328-80.8% | $11,429-82.7% |