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 | $60,283 | $167,362-64.0% | $143,799-58.1% | $134,532-55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.13% | 0.47%-3.6pp | -0.04%-3.1pp | 418.27%-421.4pp |
| Employer contribution / active EE | $4,739 | $5,620-15.7% | $4,952-4.3% | $4,7410% |
| Participant deferral / active EE | $3,861 | $6,447-40.1% | $5,638-31.5% | $6,401-39.7% |
| Admin fee / account holder | $788 | $18,094-95.6% | $14,677-94.6% | $11,429-93.1% |