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 | $49,940 | $83,908-40.5% | $68,509-27.1% | $125,389-60.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.31% | 14.48%-16.8pp | 8.27%-10.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,931 | $3,031-36.3% | $2,278-15.2% | $4,866-60.3% |
| Participant deferral / active EE | $3,012 | $4,125-27.0% | $3,382-11.0% | $5,352-43.7% |
| Admin fee / account holder | $4,377 | $8,982-51.3% | $5,275-17.0% | $9,541-54.1% |