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 | $53,440 | $99,032-46.0% | $80,022-33.2% | $135,380-60.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.21% | 15.39%-19.6pp | 11.22%-15.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,195 | $3,043-27.9% | $2,468-11.0% | $4,779-54.1% |
| Participant deferral / active EE | $5,783 | $4,282+35.1% | $3,686+56.9% | $5,609+3.1% |
| Admin fee / account holder | $1,619 | $10,436-84.5% | $6,521-75.2% | $10,828-85.1% |