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 | $54,980 | $85,790-35.9% | $67,313-18.3% | $135,380-59.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.72% | -0.54%-5.2pp | -4.08%-1.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,227 | $3,487-36.1% | $2,566-13.2% | $4,779-53.4% |
| Participant deferral / active EE | $6,619 | $4,651+42.3% | $3,568+85.5% | $5,609+18.0% |
| Admin fee / account holder | $736 | $6,392-88.5% | $4,507-83.7% | $10,828-93.2% |