Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,827 | $211,946-80.3% | $169,452-75.3% | $135,380-69.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.01% | 3.26%-8.3pp | 1.83%-6.8pp | 519.81%-524.8pp |
| Employer contribution / active EE | $6,776 | $5,117+32.4% | $4,157+63.0% | $4,779+41.8% |
| Participant deferral / active EE | $4,533 | $6,075-25.4% | $5,277-14.1% | $5,609-19.2% |
| Admin fee / account holder | $5,443 | $11,472-52.6% | $9,110-40.3% | $10,828-49.7% |