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 | $141,241 | $133,998+5.4% | $112,263+25.8% | $134,545+5.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.18% | 47.17%-58.4pp | 27.49%-38.7pp | 418.37%-429.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,250 | $5,292-19.7% | $4,729-10.1% | $6,401-33.6% |
| Admin fee / account holder | $1,102 | $7,493-85.3% | $6,410-82.8% | $11,431-90.4% |