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 | $25,667 | $113,941-77.5% | $94,229-72.8% | $125,389-79.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.51% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,346 | $4,727-29.2% | $3,587-6.7% | $4,866-31.2% |
| Participant deferral / active EE | $14,131 | $5,179+172.9% | $4,320+227.1% | $5,352+164.1% |
| Admin fee / account holder | $307 | $8,392-96.3% | $6,269-95.1% | $9,541-96.8% |