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 | $65,251 | $59,819+9.1% | $79,583-18.0% | $68,490-4.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.13% | -12.30%-1.8pp | 0.16%-14.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,956 | $1,505+96.3% | $2,414+22.5% | $2,597+13.8% |
| Participant deferral / active EE | $5,812 | $3,025+92.1% | $3,986+45.8% | $4,028+44.3% |
| Admin fee / account holder | $6,084 | $4,835+25.8% | $6,835-11.0% | $5,403+12.6% |