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 | $36,732 | $73,848-50.3% | $143,799-74.5% | $68,486-46.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.53% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,845 | $3,184-42.1% | $4,952-62.7% | $2,597-28.9% |
| Participant deferral / active EE | $2,740 | $3,385-19.0% | $5,638-51.4% | $4,028-32.0% |
| Admin fee / account holder | $1,536 | $5,755-73.3% | $14,677-89.5% | $5,404-71.6% |