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 | $26,988 | $97,020-72.2% | $83,322-67.6% | $135,379-80.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.08% | 12.31%-19.4pp | 10.64%-17.7pp | 519.79%-526.9pp |
| Employer contribution / active EE | $3,843 | $4,144-7.3% | $3,379+13.7% | $4,779-19.6% |
| Participant deferral / active EE | $5,444 | $5,964-8.7% | $5,565-2.2% | $5,609-2.9% |
| Admin fee / account holder | $320 | $8,426-96.2% | $7,540-95.8% | $10,828-97.0% |