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 | $61,908 | $167,353-63.0% | $143,797-56.9% | $134,545-54.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.74% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $8,128 | $5,620+44.6% | $4,952+64.1% | $4,742+71.4% |
| Participant deferral / active EE | $2,613 | $6,447-59.5% | $5,638-53.7% | $6,401-59.2% |
| Admin fee / account holder | $719 | $18,096-96.0% | $14,679-95.1% | $11,431-93.7% |