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 | $73,374 | $167,362-56.2% | $143,799-49.0% | $134,532-45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.61% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $6,870 | $5,620+22.2% | $4,952+38.7% | $4,741+44.9% |
| Participant deferral / active EE | $4,306 | $6,447-33.2% | $5,638-23.6% | $6,401-32.7% |
| Admin fee / account holder | $1,010 | $18,094-94.4% | $14,677-93.1% | $11,429-91.2% |