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 | $124,224 | $167,353-25.8% | $143,797-13.6% | $134,545-7.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.52% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $3,302 | $5,620-41.3% | $4,952-33.3% | $4,742-30.4% |
| Participant deferral / active EE | $6,585 | $6,447+2.1% | $5,638+16.8% | $6,401+2.9% |
| Admin fee / account holder | $1,316 | $18,096-92.7% | $14,679-91.0% | $11,431-88.5% |