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 | $135,219 | $90,590+49.3% | $90,782+48.9% | $135,379-0.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.73% | -3.40%-5.3pp | -3.42%-5.3pp | 519.79%-528.5pp |
| Employer contribution / active EE | $5,182 | $4,352+19.1% | $4,105+26.2% | $4,779+8.4% |
| Participant deferral / active EE | $4,766 | $5,407-11.9% | $5,366-11.2% | $5,609-15.0% |
| Admin fee / account holder | $353 | $7,683-95.4% | $5,908-94.0% | $10,828-96.7% |