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 | $58,996 | $71,873-17.9% | $86,698-32.0% | $68,490-13.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -5.86% | 3.54%-9.4pp | 35.96%-41.8pp | -7.85%+2.0pp |
| Employer contribution / active EE | $6,594 | $2,173+203.4% | $2,837+132.4% | $2,597+153.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,500 | $6,110-59.1% | $7,492-66.6% | $5,403-53.7% |