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 | $66,551 | $95,915-30.6% | $79,580-16.4% | $134,532-50.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.36% | -2.71%-6.7pp | 0.15%-9.5pp | 418.27%-427.6pp |
| Employer contribution / active EE | $2,655 | $3,129-15.1% | $2,413+10.0% | $4,741-44.0% |
| Participant deferral / active EE | $2,618 | $4,693-44.2% | $3,985-34.3% | $6,401-59.1% |
| Admin fee / account holder | $60,958 | $9,132+567.5% | $6,835+791.8% | $11,429+433.4% |