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 | $72,811 | $95,917-24.1% | $79,583-8.5% | $134,545-45.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.62% | -2.70%-15.9pp | 0.16%-18.8pp | 418.37%-437.0pp |
| Employer contribution / active EE | $1,235 | $3,129-60.5% | $2,414-48.9% | $4,742-74.0% |
| Participant deferral / active EE | $4,173 | $4,694-11.1% | $3,986+4.7% | $6,401-34.8% |
| Admin fee / account holder | $2,226 | $9,132-75.6% | $6,835-67.4% | $11,431-80.5% |