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 | $92,336 | $167,362-44.8% | $143,799-35.8% | $134,532-31.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.43% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $5,505 | $5,620-2.1% | $4,952+11.2% | $4,741+16.1% |
| Participant deferral / active EE | $3,514 | $6,447-45.5% | $5,638-37.7% | $6,401-45.1% |
| Admin fee / account holder | $3,316 | $18,094-81.7% | $14,677-77.4% | $11,429-71.0% |