Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,743 | $64,729-64.9% | $112,263-79.7% | $68,490-66.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.27% | -11.40%-7.9pp | 27.49%-46.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $5,314 | $2,746+93.5% | $3,636+46.1% | $2,597+104.6% |
| Participant deferral / active EE | $3,540 | $3,566-0.7% | $4,729-25.1% | $4,028-12.1% |
| Admin fee / account holder | $907 | $5,222-82.6% | $6,410-85.8% | $5,403-83.2% |