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 | $71,748 | $95,915-25.2% | $79,580-9.8% | $134,532-46.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.42% | -2.71%-10.7pp | 0.15%-13.6pp | 418.27%-431.7pp |
| Employer contribution / active EE | $3,686 | $3,129+17.8% | $2,413+52.7% | $4,741-22.3% |
| Participant deferral / active EE | $5,519 | $4,693+17.6% | $3,985+38.5% | $6,401-13.8% |
| Admin fee / account holder | $638 | $9,132-93.0% | $6,835-90.7% | $11,429-94.4% |