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 | $38,856 | $75,935-48.8% | $60,547-35.8% | $125,389-69.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.67% | -5.38%+4.7pp | 335.64%-336.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $3,684 | $3,438+7.1% | $2,419+52.3% | $4,866-24.3% |
| Participant deferral / active EE | $7,926 | $4,506+75.9% | $3,328+138.2% | $5,352+48.1% |
| Admin fee / account holder | $455 | $6,768-93.3% | $4,536-90.0% | $9,541-95.2% |