Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,553 | $190,879-92.4% | $160,009-90.9% | $134,532-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.01% | 552.63%-570.6pp | 408.85%-426.9pp | 418.27%-436.3pp |
| Employer contribution / active EE | $4,905 | $4,995-1.8% | $4,225+16.1% | $4,741+3.5% |
| Participant deferral / active EE | $4,237 | $6,924-38.8% | $6,183-31.5% | $6,401-33.8% |
| Admin fee / account holder | $507 | $10,495-95.2% | $8,715-94.2% | $11,429-95.6% |