Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,119 | $81,870-25.3% | $119,634-48.9% | $68,490-10.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.61% | -23.82%+12.2pp | -14.98%+3.4pp | -7.85%-3.8pp |
| Employer contribution / active EE | $3,778 | $2,692+40.4% | $4,232-10.7% | $2,597+45.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,280 | $6,583-65.4% | $10,329-77.9% | $5,403-57.8% |