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 | $85,892 | $42,910+100.2% | $60,919+41.0% | $68,490+25.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.80% | -13.99%-0.8pp | 16.96%-31.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $5,000 | $1,978+152.7% | $2,704+84.9% | $2,597+92.6% |
| Participant deferral / active EE | $2,470 | $2,866-13.8% | $3,814-35.3% | $4,028-38.7% |
| Admin fee / account holder | $1,221 | $3,104-60.7% | $3,228-62.2% | $5,403-77.4% |