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 | $135,325 | $167,522-19.2% | $151,639-10.8% | $134,532+0.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.31% | 7.81%-20.1pp | 3.34%-15.6pp | 418.27%-430.6pp |
| Employer contribution / active EE | $3,416 | $6,828-50.0% | $6,165-44.6% | $4,741-28.0% |
| Participant deferral / active EE | $13,766 | $8,986+53.2% | $8,363+64.6% | $6,401+115.1% |
| Admin fee / account holder | $8,938 | $13,780-35.1% | $11,613-23.0% | $11,429-21.8% |