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 | $84,681 | $50,947+66.2% | $74,549+13.6% | $64,173+32.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -2.53% | -1.85%-0.7pp | 32.53%-35.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,887 | $1,115+69.2% | $1,961-3.8% | $2,381-20.8% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $551 | $4,221-86.9% | $5,059-89.1% | $4,887-88.7% |