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 | $92,606 | $167,362-44.7% | $143,799-35.6% | $134,532-31.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.53% | 0.47%-13.0pp | -0.04%-12.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $5,334 | $5,620-5.1% | $4,952+7.7% | $4,741+12.5% |
| Participant deferral / active EE | $3,373 | $6,447-47.7% | $5,638-40.2% | $6,401-47.3% |
| Admin fee / account holder | $399 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |