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 | $63,592 | $95,917-33.7% | $79,583-20.1% | $134,545-52.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.44% | -2.70%-7.7pp | 0.16%-10.6pp | 418.37%-428.8pp |
| Employer contribution / active EE | $5,016 | $3,129+60.3% | $2,414+107.8% | $4,742+5.8% |
| Participant deferral / active EE | $6,550 | $4,694+39.5% | $3,986+64.3% | $6,401+2.3% |
| Admin fee / account holder | $12,983 | $9,132+42.2% | $6,835+89.9% | $11,431+13.6% |