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 | $104,330 | $167,362-37.7% | $143,799-27.4% | $134,532-22.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.61% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $9,841 | $5,620+75.1% | $4,952+98.7% | $4,741+107.6% |
| Participant deferral / active EE | $8,344 | $6,447+29.4% | $5,638+48.0% | $6,401+30.4% |
| Admin fee / account holder | $2,365 | $18,094-86.9% | $14,677-83.9% | $11,429-79.3% |