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 | $109,387 | $167,353-34.6% | $143,797-23.9% | $134,545-18.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.39% | 0.48%-16.9pp | -0.04%-16.3pp | 418.37%-434.8pp |
| Employer contribution / active EE | $5,120 | $5,620-8.9% | $4,952+3.4% | $4,742+8.0% |
| Participant deferral / active EE | $5,404 | $6,447-16.2% | $5,638-4.2% | $6,401-15.6% |
| Admin fee / account holder | $804 | $18,096-95.6% | $14,679-94.5% | $11,431-93.0% |