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 | $59,136 | $64,719-8.6% | $112,249-47.3% | $68,486-13.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.30% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $6,969 | $2,747+153.7% | $3,636+91.7% | $2,597+168.4% |
| Participant deferral / active EE | $2,455 | $3,565-31.1% | $4,729-48.1% | $4,028-39.0% |
| Admin fee / account holder | $1,217 | $5,232-76.7% | $6,412-81.0% | $5,404-77.5% |