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 | $134,035 | $167,353-19.9% | $143,797-6.8% | $134,545-0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.88% | 0.48%-14.4pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,827 | $5,620-67.5% | $4,952-63.1% | $4,742-61.5% |
| Participant deferral / active EE | $7,418 | $6,447+15.1% | $5,638+31.6% | $6,401+15.9% |
| Admin fee / account holder | $2,890 | $18,096-84.0% | $14,679-80.3% | $11,431-74.7% |