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 | $38,171 | $167,353-77.2% | $143,797-73.5% | $134,545-71.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.94% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,381 | $5,620-75.4% | $4,952-72.1% | $4,742-70.9% |
| Participant deferral / active EE | $2,828 | $6,447-56.1% | $5,638-49.8% | $6,401-55.8% |
| Admin fee / account holder | $2,391 | $18,096-86.8% | $14,679-83.7% | $11,431-79.1% |