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 | $84,815 | $99,644-14.9% | $86,438-1.9% | $134,532-37.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.80% | 6787.26%-6804.1pp | 4397.19%-4414.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,115 | $4,402-29.2% | $3,769-17.4% | $4,741-34.3% |
| Participant deferral / active EE | $6,461 | $7,247-10.9% | $6,952-7.1% | $6,401+0.9% |
| Admin fee / account holder | $1,240 | $8,375-85.2% | $6,733-81.6% | $11,429-89.1% |