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 | $82,852 | $167,323-50.5% | $143,770-42.4% | $134,493-38.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | 0.47%-16.6pp | -0.04%-16.1pp | 418.01%-434.2pp |
| Employer contribution / active EE | $2,202 | $5,619-60.8% | $4,951-55.5% | $4,740-53.5% |
| Participant deferral / active EE | $2,202 | $6,446-65.8% | $5,638-60.9% | $6,400-65.6% |
| Admin fee / account holder | $2,411 | $18,088-86.7% | $14,673-83.6% | $11,425-78.9% |