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 | $32,336 | $73,863-56.2% | $143,797-77.5% | $68,490-52.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.22% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,165 | $3,185+30.8% | $4,952-15.9% | $2,597+60.4% |
| Participant deferral / active EE | $2,740 | $3,385-19.0% | $5,638-51.4% | $4,028-32.0% |
| Admin fee / account holder | $519 | $5,756-91.0% | $14,679-96.5% | $5,403-90.4% |