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 | $76,012 | $77,817-2.3% | $123,553-38.5% | $64,173+18.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.69% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,903 | $3,014-3.7% | $4,628-37.3% | $2,381+21.9% |
| Participant deferral / active EE | $3,969 | $5,240-24.3% | $6,426-38.2% | $3,470+14.4% |
| Admin fee / account holder | $22,177 | $5,519+301.8% | $9,284+138.9% | $4,887+353.7% |