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 | $63,244 | $167,504-62.2% | $151,628-58.3% | $134,509-53.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.05% | 7.81%-21.9pp | 3.34%-17.4pp | 418.13%-432.2pp |
| Employer contribution / active EE | $7,387 | $6,828+8.2% | $6,165+19.8% | $4,741+55.8% |
| Participant deferral / active EE | $4,939 | $8,985-45.0% | $8,363-40.9% | $6,400-22.8% |
| Admin fee / account holder | $3,948 | $13,779-71.3% | $11,613-66.0% | $11,427-65.4% |