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 | $97,438 | $73,863+31.9% | $143,797-32.2% | $68,490+42.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.34% | 0.91%-15.3pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $4,882 | $3,185+53.3% | $4,952-1.4% | $2,597+88.0% |
| Participant deferral / active EE | $5,528 | $3,385+63.3% | $5,638-2.0% | $4,028+37.2% |
| Admin fee / account holder | $45,450 | $5,756+689.6% | $14,679+209.6% | $5,403+741.2% |