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 | $54,800 | $45,872+19.5% | $77,100-28.9% | $68,490-20.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.04% | 1.73%-18.8pp | 42.35%-59.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,121 | $1,650-32.0% | $2,815-60.2% | $2,597-56.8% |
| Participant deferral / active EE | $2,232 | $2,963-24.7% | $4,430-49.6% | $4,028-44.6% |
| Admin fee / account holder | $1,319 | $3,041-56.6% | $5,443-75.8% | $5,403-75.6% |