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 | $120,149 | $142,409-15.6% | $119,634+0.4% | $134,545-10.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.26% | -12.46%-2.8pp | -14.98%-0.3pp | 418.37%-433.6pp |
| Employer contribution / active EE | $4,102 | $5,224-21.5% | $4,232-3.1% | $4,742-13.5% |
| Participant deferral / active EE | $6,018 | $6,468-7.0% | $5,601+7.4% | $6,401-6.0% |
| Admin fee / account holder | $649 | $13,594-95.2% | $10,329-93.7% | $11,431-94.3% |