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 | $99,173 | $133,998-26.0% | $112,263-11.7% | $134,545-26.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.56% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,369 | $4,040-16.6% | $3,636-7.4% | $4,742-29.0% |
| Participant deferral / active EE | $4,107 | $5,292-22.4% | $4,729-13.2% | $6,401-35.8% |
| Admin fee / account holder | $1,565 | $7,493-79.1% | $6,410-75.6% | $11,431-86.3% |