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 | $129,363 | $142,409-9.2% | $119,634+8.1% | $134,545-3.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.47% | -12.46%0pp | -14.98%+2.5pp | 418.37%-430.8pp |
| Employer contribution / active EE | $15,679 | $5,224+200.1% | $4,232+270.5% | $4,742+230.7% |
| Participant deferral / active EE | $11,800 | $6,468+82.4% | $5,601+110.7% | $6,401+84.3% |
| Admin fee / account holder | $1,760 | $13,594-87.1% | $10,329-83.0% | $11,431-84.6% |