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 | $61,655 | $71,872-14.2% | $86,691-28.9% | $68,495-10.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.83% | 3.53%-21.4pp | 35.94%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,032 | $2,173+85.6% | $2,837+42.1% | $2,596+55.3% |
| Participant deferral / active EE | $3,521 | $3,779-6.8% | $4,656-24.4% | $4,028-12.6% |
| Admin fee / account holder | $2,107 | $6,112-65.5% | $7,492-71.9% | $5,403-61.0% |