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 | $60,638 | $72,404-16.3% | $110,243-45.0% | $64,173-5.5% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.6pp |
| Annual return | -6.58% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $8,006 | $2,282+250.9% | $3,827+109.2% | $2,381+236.3% |
| Participant deferral / active EE | $6,172 | $3,469+77.9% | $4,672+32.1% | $3,470+77.9% |
| Admin fee / account holder | $5,962 | $5,664+5.3% | $8,548-30.2% | $4,887+22.0% |