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 | $68,987 | $87,546-21.2% | $75,784-9.0% | $125,389-45.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.18% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $8,887 | $3,930+126.1% | $3,323+167.4% | $4,866+82.6% |
| Participant deferral / active EE | $7,137 | $4,230+68.7% | $3,652+95.4% | $5,352+33.4% |
| Admin fee / account holder | $2,590 | $6,503-60.2% | $5,300-51.1% | $9,541-72.9% |