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 | $38,837 | $77,817-50.1% | $123,553-68.6% | $64,173-39.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.76% | 12.49%-20.2pp | 119.21%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,856 | $3,014+27.9% | $4,628-16.7% | $2,381+62.0% |
| Participant deferral / active EE | $3,243 | $5,240-38.1% | $6,426-49.5% | $3,470-6.5% |
| Admin fee / account holder | $1,120 | $5,519-79.7% | $9,284-87.9% | $4,887-77.1% |