Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $100,983 | $167,362-39.7% | $143,799-29.8% | $134,532-24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.85% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $7,525 | $5,620+33.9% | $4,952+52.0% | $4,741+58.7% |
| Participant deferral / active EE | $2,950 | $6,447-54.2% | $5,638-47.7% | $6,401-53.9% |
| Admin fee / account holder | $3,923 | $18,094-78.3% | $14,677-73.3% | $11,429-65.7% |