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 | $20,630 | $190,879-89.2% | $160,009-87.1% | $134,532-84.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -0.89% | 552.63%-553.5pp | 408.85%-409.7pp | 418.27%-419.2pp |
| Employer contribution / active EE | $2,593 | $4,995-48.1% | $4,225-38.6% | $4,741-45.3% |
| Participant deferral / active EE | $4,476 | $6,924-35.4% | $6,183-27.6% | $6,401-30.1% |
| Admin fee / account holder | $4,259 | $10,495-59.4% | $8,715-51.1% | $11,429-62.7% |