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 | $130,374 | $167,353-22.1% | $143,797-9.3% | $134,545-3.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.48% | 0.48%-15.0pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $2,979 | $5,620-47.0% | $4,952-39.8% | $4,742-37.2% |
| Participant deferral / active EE | $10,902 | $6,447+69.1% | $5,638+93.4% | $6,401+70.3% |
| Admin fee / account holder | $829 | $18,096-95.4% | $14,679-94.4% | $11,431-92.7% |