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 | $46,615 | $46,697-0.2% | $117,529-60.3% | $68,490-31.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.04% | -14.52%-2.5pp | 29.77%-46.8pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,294 | $1,506+118.8% | $4,179-21.2% | $2,597+26.8% |
| Participant deferral / active EE | $3,623 | $2,637+37.4% | $4,072-11.0% | $4,028-10.0% |
| Admin fee / account holder | $2,991 | $4,023-25.6% | $5,645-47.0% | $5,403-44.6% |