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 | $137,728 | $167,353-17.7% | $143,797-4.2% | $134,545+2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.87% | 0.48%-17.4pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $5,970 | $5,620+6.2% | $4,952+20.6% | $4,742+25.9% |
| Participant deferral / active EE | $8,600 | $6,447+33.4% | $5,638+52.5% | $6,401+34.3% |
| Admin fee / account holder | $1,376 | $18,096-92.4% | $14,679-90.6% | $11,431-88.0% |