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 | $54,192 | $95,917-43.5% | $79,583-31.9% | $134,545-59.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.07% | -2.70%-13.4pp | 0.16%-16.2pp | 418.37%-434.4pp |
| Employer contribution / active EE | $6,181 | $3,129+97.5% | $2,414+156.1% | $4,742+30.4% |
| Participant deferral / active EE | $4,894 | $4,694+4.3% | $3,986+22.8% | $6,401-23.5% |
| Admin fee / account holder | $3,388 | $9,132-62.9% | $6,835-50.4% | $11,431-70.4% |