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 | $126,555 | $167,353-24.4% | $143,797-12.0% | $134,545-5.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.85% | 0.48%-19.3pp | -0.04%-18.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,890 | $5,620-30.8% | $4,952-21.5% | $4,742-18.0% |
| Participant deferral / active EE | $5,070 | $6,447-21.4% | $5,638-10.1% | $6,401-20.8% |
| Admin fee / account holder | $15,372 | $18,096-15.1% | $14,679+4.7% | $11,431+34.5% |