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 | $52,080 | $62,589-16.8% | $76,768-32.2% | $64,173-18.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.23% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,445 | $1,832+197.2% | $2,485+119.1% | $2,381+128.7% |
| Participant deferral / active EE | $2,346 | $3,145-25.4% | $3,852-39.1% | $3,470-32.4% |
| Admin fee / account holder | $1,000 | $4,667-78.6% | $6,675-85.0% | $4,887-79.5% |