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 | $39,318 | $127,387-69.1% | $115,038-65.8% | $125,389-68.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.34% | 31.28%-31.6pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,353 | $5,166-15.7% | $4,608-5.5% | $4,866-10.5% |
| Participant deferral / active EE | $4,353 | $6,423-32.2% | $6,026-27.8% | $5,352-18.7% |
| Admin fee / account holder | $651 | $9,516-93.2% | $8,175-92.0% | $9,541-93.2% |