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 | $83,847 | $142,392-41.1% | $119,622-29.9% | $134,532-37.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.33% | -12.46%+13.8pp | -14.98%+16.3pp | 418.27%-416.9pp |
| Employer contribution / active EE | $1,111 | $5,224-78.7% | $4,232-73.7% | $4,741-76.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,435 | $13,593-89.4% | $10,328-86.1% | $11,429-87.4% |