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 | $56,256 | $59,834-6.0% | $79,576-29.3% | $68,495-17.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.56% | -12.30%-3.3pp | 0.15%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,534 | $1,505+134.8% | $2,413+46.4% | $2,596+36.1% |
| Participant deferral / active EE | $8,867 | $3,024+193.2% | $3,985+122.5% | $4,028+120.2% |
| Admin fee / account holder | $6,433 | $4,835+33.0% | $6,834-5.9% | $5,403+19.1% |