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 | $37,199 | $211,946-82.4% | $169,452-78.0% | $135,382-72.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.93% | 3.26%-10.2pp | 1.83%-8.8pp | 519.77%-526.7pp |
| Employer contribution / active EE | $2,964 | $5,117-42.1% | $4,157-28.7% | $4,779-38.0% |
| Participant deferral / active EE | $3,103 | $6,075-48.9% | $5,277-41.2% | $5,609-44.7% |
| Admin fee / account holder | $2,885 | $11,472-74.8% | $9,110-68.3% | $10,829-73.4% |