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 | $99,240 | $167,353-40.7% | $143,797-31.0% | $134,545-26.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.82% | 0.48%-18.3pp | -0.04%-17.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,569 | $5,620-36.5% | $4,952-27.9% | $4,742-24.7% |
| Participant deferral / active EE | $5,603 | $6,447-13.1% | $5,638-0.6% | $6,401-12.5% |
| Admin fee / account holder | $2,053 | $18,096-88.7% | $14,679-86.0% | $11,431-82.0% |