Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $96,960 | $42,909+126.0% | $60,906+59.2% | $68,486+41.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.15% | -13.99%+0.8pp | 16.94%-30.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,531 | $1,979-22.6% | $2,703-43.4% | $2,597-41.0% |
| Participant deferral / active EE | $3,714 | $2,866+29.6% | $3,814-2.6% | $4,028-7.8% |
| Admin fee / account holder | $5,500 | $3,104+77.2% | $3,227+70.4% | $5,404+1.8% |