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 | $103,225 | $167,362-38.3% | $143,799-28.2% | $134,532-23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.30% | 0.47%-16.8pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $4,220 | $5,620-24.9% | $4,952-14.8% | $4,741-11.0% |
| Participant deferral / active EE | $4,712 | $6,447-26.9% | $5,638-16.4% | $6,401-26.4% |
| Admin fee / account holder | $2,628 | $18,094-85.5% | $14,677-82.1% | $11,429-77.0% |