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 | $117,384 | $86,701+35.4% | $73,309+60.1% | $125,389-6.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.21% | 2.78%-6.0pp | 5.67%-8.9pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,072 | $4,152-74.2% | $3,237-66.9% | $4,866-78.0% |
| Participant deferral / active EE | $4,962 | $5,549-10.6% | $4,991-0.6% | $5,352-7.3% |
| Admin fee / account holder | $40,371 | $7,768+419.7% | $5,635+616.5% | $9,541+323.1% |