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 | $73,146 | $167,362-56.3% | $143,799-49.1% | $134,532-45.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.19% | 0.47%-13.7pp | -0.04%-13.1pp | 418.27%-431.5pp |
| Employer contribution / active EE | $9,317 | $5,620+65.8% | $4,952+88.1% | $4,741+96.5% |
| Participant deferral / active EE | $6,446 | $6,4470% | $5,638+14.3% | $6,401+0.7% |
| Admin fee / account holder | $2,009 | $18,094-88.9% | $14,677-86.3% | $11,429-82.4% |