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 | $92,336 | $95,895-3.7% | $79,576+16.0% | $134,509-31.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.56% | -2.72%-5.8pp | 0.15%-8.7pp | 418.13%-426.7pp |
| Employer contribution / active EE | $1,979 | $3,128-36.7% | $2,413-18.0% | $4,741-58.3% |
| Participant deferral / active EE | $1,429 | $4,693-69.6% | $3,985-64.2% | $6,400-77.7% |
| Admin fee / account holder | $2,328 | $9,129-74.5% | $6,834-65.9% | $11,427-79.6% |