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 | $219,728 | $433,437-49.3% | $415,992-47.2% | $479,618-54.2% |
| Participation rate | 100.0% | 91.5%+8.5pp | 89.9%+10.1pp | 89.3%+10.7pp |
| Annual return | -2.89% | -3.67%+0.8pp | -4.46%+1.6pp | 101.32%-104.2pp |
| Employer contribution / active EE | $0 | $19,293-100.0% | $19,238-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $11,520-100.0% | $11,096-100.0% | $7,699-100.0% |
| Admin fee / account holder | $439 | $6,332-93.1% | $6,482-93.2% | $12,520-96.5% |