Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,266 | $73,848-25.2% | $143,799-61.6% | $68,486-19.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.42% | 0.91%-13.3pp | -0.04%-12.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $5,332 | $3,184+67.5% | $4,952+7.7% | $2,597+105.4% |
| Participant deferral / active EE | $5,410 | $3,385+59.8% | $5,638-4.1% | $4,028+34.3% |
| Admin fee / account holder | $10,480 | $5,755+82.1% | $14,677-28.6% | $5,404+93.9% |