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 | $68,702 | $167,352-58.9% | $143,788-52.2% | $134,509-48.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.49% | 0.47%-17.0pp | -0.03%-16.5pp | 418.13%-434.6pp |
| Employer contribution / active EE | $6,522 | $5,620+16.1% | $4,952+31.7% | $4,741+37.6% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,400+40.6% |
| Admin fee / account holder | $440 | $18,091-97.6% | $14,675-97.0% | $11,427-96.2% |