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 | $115,294 | $129,960-11.3% | $104,299+10.5% | $134,545-14.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.82% | 42.06%-53.9pp | 24.62%-36.4pp | 418.37%-430.2pp |
| Employer contribution / active EE | $4,177 | $4,186-0.2% | $3,373+23.8% | $4,742-11.9% |
| Participant deferral / active EE | $3,174 | $5,589-43.2% | $4,626-31.4% | $6,401-50.4% |
| Admin fee / account holder | $7,471 | $9,324-19.9% | $7,339+1.8% | $11,431-34.6% |