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 | $106,560 | $211,946-49.7% | $169,452-37.1% | $135,380-21.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.23% | 3.26%-11.5pp | 1.83%-10.1pp | 519.81%-528.0pp |
| Employer contribution / active EE | $9,002 | $5,117+75.9% | $4,157+116.6% | $4,779+88.4% |
| Participant deferral / active EE | $1,860 | $6,075-69.4% | $5,277-64.8% | $5,609-66.8% |
| Admin fee / account holder | $1,321 | $11,472-88.5% | $9,110-85.5% | $10,828-87.8% |