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 | $102,061 | $142,409-28.3% | $119,634-14.7% | $134,545-24.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.57% | -12.46%-4.1pp | -14.98%-1.6pp | 418.37%-434.9pp |
| Employer contribution / active EE | $6,594 | $5,224+26.2% | $4,232+55.8% | $4,742+39.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $44,293 | $13,594+225.8% | $10,329+328.8% | $11,431+287.5% |