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 | $73,377 | $42,910+71.0% | $60,919+20.4% | $68,490+7.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.05% | -13.99%-0.1pp | 16.96%-31.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,544 | $1,978-22.0% | $2,704-42.9% | $2,597-40.6% |
| Participant deferral / active EE | $2,000 | $2,866-30.2% | $3,814-47.6% | $4,028-50.3% |
| Admin fee / account holder | $10,884 | $3,104+250.6% | $3,228+237.2% | $5,403+101.4% |