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 | $60,862 | $167,352-63.6% | $143,788-57.7% | $134,509-54.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,254 | $5,620-59.9% | $4,952-54.5% | $4,741-52.4% |
| Participant deferral / active EE | $2,881 | $6,447-55.3% | $5,638-48.9% | $6,400-55.0% |
| Admin fee / account holder | $58,519 | $18,091+223.5% | $14,675+298.8% | $11,427+412.1% |