Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,008 | $59,834-1.4% | $79,576-25.8% | $68,495-13.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.62% | -12.30%-1.3pp | 0.15%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $7,612 | $1,505+405.8% | $2,413+215.5% | $2,596+193.2% |
| Participant deferral / active EE | $4,695 | $3,024+55.2% | $3,985+17.8% | $4,028+16.6% |
| Admin fee / account holder | $7,079 | $4,835+46.4% | $6,834+3.6% | $5,403+31.0% |