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 | $81,898 | $42,914+90.8% | $60,888+34.5% | $68,498+19.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.33% | -13.99%-1.3pp | 16.91%-32.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,941 | $1,979+250.7% | $2,702+156.9% | $2,596+167.3% |
| Participant deferral / active EE | $10,650 | $2,868+271.3% | $3,817+179.0% | $4,027+164.4% |
| Admin fee / account holder | $7,059 | $3,102+127.5% | $3,225+118.9% | $5,403+30.6% |