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 | $139,318 | $158,852-12.3% | $121,220+14.9% | $135,380+2.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.59% | -0.64%-2.9pp | 16.94%-20.5pp | 519.81%-523.4pp |
| Employer contribution / active EE | $4,031 | $5,666-28.9% | $4,023+0.2% | $4,779-15.6% |
| Participant deferral / active EE | $7,235 | $4,006+80.6% | $3,345+116.3% | $5,609+29.0% |
| Admin fee / account holder | $1,300 | $6,515-80.1% | $5,021-74.1% | $10,828-88.0% |