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 | $41,440 | $82,674-49.9% | $125,381-66.9% | $68,486-39.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,836 | $3,382-45.7% | $4,815-61.9% | $2,597-29.3% |
| Participant deferral / active EE | $11,220 | $6,111+83.6% | $7,448+50.6% | $4,028+178.6% |
| Admin fee / account holder | $2,091 | $6,277-66.7% | $10,007-79.1% | $5,404-61.3% |