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 | $105,193 | $167,353-37.1% | $143,797-26.8% | $134,545-21.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.57% | 0.48%-14.0pp | -0.04%-13.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $11,520 | $5,620+105.0% | $4,952+132.6% | $4,742+142.9% |
| Participant deferral / active EE | $8,592 | $6,447+33.3% | $5,638+52.4% | $6,401+34.2% |
| Admin fee / account holder | $4,020 | $18,096-77.8% | $14,679-72.6% | $11,431-64.8% |