Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,006 | $140,592-56.6% | $123,106-50.4% | $125,388-51.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.34% | 16.80%-20.1pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $4,436 | $6,041-26.6% | $5,151-13.9% | $4,866-8.8% |
| Participant deferral / active EE | $13,331 | $6,980+91.0% | $6,229+114.0% | $5,352+149.1% |
| Admin fee / account holder | $1,311 | $11,198-88.3% | $9,015-85.5% | $9,541-86.3% |