Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $150,272 | $167,362-10.2% | $143,799+4.5% | $134,532+11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.76% | 0.47%-6.2pp | -0.04%-5.7pp | 418.27%-424.0pp |
| Employer contribution / active EE | $33,127 | $5,620+489.4% | $4,952+568.9% | $4,741+598.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,268 | $18,094-93.0% | $14,677-91.4% | $11,429-88.9% |