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 | $48,181 | $82,678-41.7% | $125,391-61.6% | $68,490-29.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.67% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,620 | $3,382-52.1% | $4,816-66.4% | $2,597-37.6% |
| Participant deferral / active EE | $4,353 | $6,111-28.8% | $7,448-41.6% | $4,028+8.1% |
| Admin fee / account holder | $4,303 | $6,277-31.5% | $10,009-57.0% | $5,403-20.4% |