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 | $63,515 | $59,813+6.2% | $79,580-20.2% | $68,486-7.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.92% | -12.30%-2.6pp | 0.15%-15.1pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,469 | $1,505+263.3% | $2,413+126.6% | $2,597+110.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,877 | $4,835+42.2% | $6,835+0.6% | $5,404+27.3% |