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 | $47,322 | $73,848-35.9% | $143,799-67.1% | $68,486-30.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.98% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,687 | $3,184-47.0% | $4,952-65.9% | $2,597-35.0% |
| Participant deferral / active EE | $3,515 | $3,385+3.9% | $5,638-37.7% | $4,028-12.7% |
| Admin fee / account holder | $2,280 | $5,755-60.4% | $14,677-84.5% | $5,404-57.8% |