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 | $75,647 | $167,353-54.8% | $143,797-47.4% | $134,545-43.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.59% | 0.48%-20.1pp | -0.04%-19.5pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,882 | $5,620-66.5% | $4,952-62.0% | $4,742-60.3% |
| Participant deferral / active EE | $4,109 | $6,447-36.3% | $5,638-27.1% | $6,401-35.8% |
| Admin fee / account holder | $1,930 | $18,096-89.3% | $14,679-86.9% | $11,431-83.1% |