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 | $72,706 | $167,362-56.6% | $143,799-49.4% | $134,532-46.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.26% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,019 | $5,620-64.1% | $4,952-59.2% | $4,741-57.4% |
| Participant deferral / active EE | $6,005 | $6,447-6.9% | $5,638+6.5% | $6,401-6.2% |
| Admin fee / account holder | $4,825 | $18,094-73.3% | $14,677-67.1% | $11,429-57.8% |