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 | $77,944 | $59,813+30.3% | $79,580-2.1% | $68,486+13.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -7.77% | -12.30%+4.5pp | 0.15%-7.9pp | -7.85%+0.1pp |
| Employer contribution / active EE | $5,357 | $1,505+255.9% | $2,413+122.0% | $2,597+106.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,807 | $4,835-0.6% | $6,835-29.7% | $5,404-11.0% |