Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,777 | $167,362-67.3% | $143,799-61.9% | $134,532-59.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.09% | 0.47%-19.6pp | -0.04%-19.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $6,072 | $5,620+8.0% | $4,952+22.6% | $4,741+28.1% |
| Participant deferral / active EE | $7,937 | $6,447+23.1% | $5,638+40.8% | $6,401+24.0% |
| Admin fee / account holder | $1,038 | $18,094-94.3% | $14,677-92.9% | $11,429-90.9% |