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 | $128,533 | $134,001-4.1% | $112,258+14.5% | $134,509-4.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.55% | 47.15%-60.7pp | 27.47%-41.0pp | 418.13%-431.7pp |
| Employer contribution / active EE | $4,065 | $4,039+0.6% | $3,636+11.8% | $4,741-14.2% |
| Participant deferral / active EE | $13,061 | $5,291+146.8% | $4,728+176.2% | $6,400+104.1% |
| Admin fee / account holder | $4,204 | $7,491-43.9% | $6,411-34.4% | $11,427-63.2% |