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 | $63,522 | $99,032-35.9% | $80,022-20.6% | $135,380-53.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.42% | 15.39%-20.8pp | 11.22%-16.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $4,018 | $3,043+32.0% | $2,468+62.8% | $4,779-15.9% |
| Participant deferral / active EE | $1,187 | $4,282-72.3% | $3,686-67.8% | $5,609-78.8% |
| Admin fee / account holder | $1,624 | $10,436-84.4% | $6,521-75.1% | $10,828-85.0% |