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 | $71,219 | $100,811-29.4% | $86,698-17.9% | $134,545-47.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -2.00% | 29.11%-31.1pp | 35.96%-38.0pp | 418.37%-420.4pp |
| Employer contribution / active EE | $2,301 | $3,490-34.1% | $2,837-18.9% | $4,742-51.5% |
| Participant deferral / active EE | $4,809 | $5,339-9.9% | $4,656+3.3% | $6,401-24.9% |
| Admin fee / account holder | $1,541 | $10,926-85.9% | $7,492-79.4% | $11,431-86.5% |