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 | $79,150 | $86,701-8.7% | $73,309+8.0% | $125,388-36.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.39% | 2.78%-3.2pp | 5.67%-6.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $9,299 | $4,152+123.9% | $3,237+187.3% | $4,866+91.1% |
| Participant deferral / active EE | $7,784 | $5,549+40.3% | $4,991+56.0% | $5,352+45.5% |
| Admin fee / account holder | $1,750 | $7,768-77.5% | $5,635-68.9% | $9,541-81.7% |