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 | $76,943 | $142,392-46.0% | $119,622-35.7% | $134,532-42.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | -12.46%-7.5pp | -14.98%-5.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,878 | $5,224-44.9% | $4,232-32.0% | $4,741-39.3% |
| Participant deferral / active EE | $6,106 | $6,467-5.6% | $5,601+9.0% | $6,401-4.6% |
| Admin fee / account holder | $2,624 | $13,593-80.7% | $10,328-74.6% | $11,429-77.0% |