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 | $78,757 | $127,387-38.2% | $115,038-31.5% | $125,389-37.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.28% | 31.28%-31.6pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $5,405 | $5,166+4.6% | $4,608+17.3% | $4,866+11.1% |
| Participant deferral / active EE | $8,938 | $6,423+39.2% | $6,026+48.3% | $5,352+67.0% |
| Admin fee / account holder | $22,107 | $9,516+132.3% | $8,175+170.4% | $9,541+131.7% |