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 | $150,920 | $90,590+66.6% | $90,782+66.2% | $135,379+11.5% |
| Participation rate | 77.8% | 83.7%-6.0pp | 82.7%-4.9pp | 82.6%-4.9pp |
| Annual return | -3.85% | -3.40%-0.5pp | -3.42%-0.4pp | 519.79%-523.6pp |
| Employer contribution / active EE | $10,348 | $4,352+137.8% | $4,105+152.1% | $4,779+116.5% |
| Participant deferral / active EE | $4,772 | $5,407-11.7% | $5,366-11.1% | $5,609-14.9% |
| Admin fee / account holder | $67,541 | $7,683+779.1% | $5,908+1043.3% | $10,828+523.8% |