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 | $52,443 | $73,848-29.0% | $143,799-63.5% | $68,486-23.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.04% | 0.91%-14.0pp | -0.04%-13.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,327 | $3,184-26.9% | $4,952-53.0% | $2,597-10.4% |
| Participant deferral / active EE | $2,327 | $3,385-31.2% | $5,638-58.7% | $4,028-42.2% |
| Admin fee / account holder | $2,638 | $5,755-54.2% | $14,677-82.0% | $5,404-51.2% |