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 | $34,625 | $158,852-78.2% | $121,220-71.4% | $135,380-74.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.41% | -0.64%-7.8pp | 16.94%-25.4pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,680 | $5,666-52.7% | $4,023-33.4% | $4,779-43.9% |
| Participant deferral / active EE | $5,485 | $4,006+36.9% | $3,345+64.0% | $5,609-2.2% |
| Admin fee / account holder | $2,447 | $6,515-62.4% | $5,021-51.3% | $10,828-77.4% |