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 | $89,632 | $127,387-29.6% | $115,038-22.1% | $125,389-28.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.01% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $5,470 | $5,166+5.9% | $4,608+18.7% | $4,866+12.4% |
| Participant deferral / active EE | $7,698 | $6,423+19.8% | $6,026+27.7% | $5,352+43.8% |
| Admin fee / account holder | $624 | $9,516-93.4% | $8,175-92.4% | $9,541-93.5% |