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 | $82,443 | $45,872+79.7% | $77,096+6.9% | $68,486+20.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.62% | 1.73%-14.3pp | 42.35%-55.0pp | -7.85%-4.8pp |
| Employer contribution / active EE | $4,360 | $1,650+164.3% | $2,814+54.9% | $2,597+67.9% |
| Participant deferral / active EE | $2,977 | $2,963+0.5% | $4,429-32.8% | $4,028-26.1% |
| Admin fee / account holder | $4,025 | $3,041+32.3% | $5,428-25.9% | $5,404-25.5% |