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 | $61,324 | $133,981-54.2% | $112,249-45.4% | $134,532-54.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.50% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,021 | $4,040-50.0% | $3,636-44.4% | $4,741-57.4% |
| Participant deferral / active EE | $6,087 | $5,292+15.0% | $4,729+28.7% | $6,401-4.9% |
| Admin fee / account holder | $1,657 | $7,492-77.9% | $6,412-74.2% | $11,429-85.5% |