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 | $98,655 | $167,504-41.1% | $151,628-34.9% | $134,509-26.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.34% | 7.81%-14.1pp | 3.34%-9.7pp | 418.13%-424.5pp |
| Employer contribution / active EE | $5,143 | $6,828-24.7% | $6,165-16.6% | $4,741+8.5% |
| Participant deferral / active EE | $12,300 | $8,985+36.9% | $8,363+47.1% | $6,400+92.2% |
| Admin fee / account holder | $4,732 | $13,779-65.7% | $11,613-59.3% | $11,427-58.6% |