Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,323 | $167,533-84.9% | $151,645-83.3% | $134,545-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.44% | 7.81%-16.3pp | 3.34%-11.8pp | 418.37%-426.8pp |
| Employer contribution / active EE | $3,668 | $6,828-46.3% | $6,165-40.5% | $4,742-22.7% |
| Participant deferral / active EE | $11,739 | $8,985+30.6% | $8,363+40.4% | $6,401+83.4% |
| Admin fee / account holder | $1,944 | $13,781-85.9% | $11,614-83.3% | $11,431-83.0% |