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 | $45,084 | $97,881-53.9% | $80,004-43.6% | $125,388-64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.27% | 9.36%-9.6pp | 7.63%-7.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,649 | $3,128-15.3% | $2,473+7.1% | $4,866-45.6% |
| Participant deferral / active EE | $2,315 | $3,744-38.2% | $3,204-27.8% | $5,352-56.8% |
| Admin fee / account holder | $20,887 | $6,278+232.7% | $5,033+315.0% | $9,541+118.9% |