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 | $100,242 | $167,353-40.1% | $143,797-30.3% | $134,545-25.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.56% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $4,970 | $5,620-11.6% | $4,952+0.4% | $4,742+4.8% |
| Participant deferral / active EE | $5,571 | $6,447-13.6% | $5,638-1.2% | $6,401-13.0% |
| Admin fee / account holder | $3,327 | $18,096-81.6% | $14,679-77.3% | $11,431-70.9% |