Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,154 | $167,353-86.8% | $143,797-84.6% | $134,545-83.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.37% | 0.48%-12.8pp | -0.04%-12.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $7,255 | $5,620+29.1% | $4,952+46.5% | $4,742+53.0% |
| Participant deferral / active EE | $3,627 | $6,447-43.7% | $5,638-35.7% | $6,401-43.3% |
| Admin fee / account holder | $1,601 | $18,096-91.2% | $14,679-89.1% | $11,431-86.0% |