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 | $113,080 | $167,362-32.4% | $143,799-21.4% | $134,532-15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.94% | 0.47%-15.4pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $10,963 | $5,620+95.1% | $4,952+121.4% | $4,741+131.2% |
| Participant deferral / active EE | $7,301 | $6,447+13.2% | $5,638+29.5% | $6,401+14.1% |
| Admin fee / account holder | $1,994 | $18,094-89.0% | $14,677-86.4% | $11,429-82.6% |