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 | $65,148 | $77,817-16.3% | $123,553-47.3% | $64,173+1.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.33% | 12.49%-16.8pp | 119.21%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,815 | $3,014-6.6% | $4,628-39.2% | $2,381+18.2% |
| Participant deferral / active EE | $4,460 | $5,240-14.9% | $6,426-30.6% | $3,470+28.5% |
| Admin fee / account holder | $5,075 | $5,519-8.0% | $9,284-45.3% | $4,887+3.8% |