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 | $49,454 | $167,504-70.5% | $151,628-67.4% | $134,509-63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.83% | 7.81%-18.6pp | 3.34%-14.2pp | 418.13%-429.0pp |
| Employer contribution / active EE | $3,523 | $6,828-48.4% | $6,165-42.8% | $4,741-25.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,008 | $13,779-63.7% | $11,613-56.9% | $11,427-56.2% |