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 | $82,540 | $167,323-50.7% | $143,770-42.6% | $134,493-38.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.88% | 0.47%-14.4pp | -0.04%-13.8pp | 418.01%-431.9pp |
| Employer contribution / active EE | $6,975 | $5,619+24.1% | $4,951+40.9% | $4,740+47.2% |
| Participant deferral / active EE | $5,218 | $6,446-19.1% | $5,638-7.4% | $6,400-18.5% |
| Admin fee / account holder | $12,428 | $18,088-31.3% | $14,673-15.3% | $11,425+8.8% |