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 | $131,361 | $133,998-2.0% | $112,263+17.0% | $134,545-2.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.37% | 47.17%-61.5pp | 27.49%-41.9pp | 418.37%-432.7pp |
| Employer contribution / active EE | $5,108 | $4,040+26.4% | $3,636+40.5% | $4,742+7.7% |
| Participant deferral / active EE | $6,242 | $5,292+17.9% | $4,729+32.0% | $6,401-2.5% |
| Admin fee / account holder | $1,942 | $7,493-74.1% | $6,410-69.7% | $11,431-83.0% |