Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,900 | $81,870-29.3% | $119,634-51.6% | $68,490-15.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.22% | -23.82%+9.6pp | -14.98%+0.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,988 | $2,692+11.0% | $4,232-29.4% | $2,597+15.1% |
| Participant deferral / active EE | $7,615 | $4,148+83.6% | $5,601+35.9% | $4,028+89.1% |
| Admin fee / account holder | $1,126 | $6,583-82.9% | $10,329-89.1% | $5,403-79.2% |