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 | $109,122 | $167,362-34.8% | $143,799-24.1% | $134,532-18.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.09% | 0.47%-19.6pp | -0.04%-19.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $9,048 | $5,620+61.0% | $4,952+82.7% | $4,741+90.8% |
| Participant deferral / active EE | $2,981 | $6,447-53.8% | $5,638-47.1% | $6,401-53.4% |
| Admin fee / account holder | $17,710 | $18,094-2.1% | $14,677+20.7% | $11,429+55.0% |