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 | $59,912 | $42,910+39.6% | $60,919-1.7% | $68,490-12.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.14% | -13.99%+0.8pp | 16.96%-30.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3,016 | $1,978+52.4% | $2,704+11.5% | $2,597+16.1% |
| Participant deferral / active EE | $3,009 | $2,866+5.0% | $3,814-21.1% | $4,028-25.3% |
| Admin fee / account holder | $5,973 | $3,104+92.4% | $3,228+85.0% | $5,403+10.5% |