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 | $60,140 | $113,941-47.2% | $94,229-36.2% | $125,389-52.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.18% | 5.29%-6.5pp | 10.68%-11.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,111 | $4,727-55.3% | $3,587-41.1% | $4,866-56.6% |
| Participant deferral / active EE | $3,533 | $5,179-31.8% | $4,320-18.2% | $5,352-34.0% |
| Admin fee / account holder | $4,283 | $8,392-49.0% | $6,269-31.7% | $9,541-55.1% |