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 | $78,673 | $45,872+71.5% | $77,096+2.0% | $68,486+14.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.07% | 1.73%-20.8pp | 42.35%-61.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,121 | $2,963+140.3% | $4,429+60.8% | $4,028+76.8% |
| Admin fee / account holder | $1,130 | $3,041-62.9% | $5,428-79.2% | $5,404-79.1% |