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 | $63,393 | $95,895-33.9% | $79,576-20.3% | $134,509-52.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.63% | -2.72%-13.9pp | 0.15%-16.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $1,856 | $3,128-40.7% | $2,413-23.1% | $4,741-60.8% |
| Participant deferral / active EE | $12,500 | $4,693+166.3% | $3,985+213.7% | $6,400+95.3% |
| Admin fee / account holder | $962 | $9,129-89.5% | $6,834-85.9% | $11,427-91.6% |