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 | $34,760 | $64,729-46.3% | $112,263-69.0% | $68,490-49.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.98% | -11.40%-5.6pp | 27.49%-44.5pp | -7.85%-9.1pp |
| Employer contribution / active EE | $4,474 | $2,746+62.9% | $3,636+23.0% | $2,597+72.3% |
| Participant deferral / active EE | $2,734 | $3,566-23.3% | $4,729-42.2% | $4,028-32.1% |
| Admin fee / account holder | $860 | $5,222-83.5% | $6,410-86.6% | $5,403-84.1% |