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 | $67,289 | $77,817-13.5% | $123,553-45.5% | $64,173+4.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.05% | 12.49%-18.5pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,118 | $3,014+36.6% | $4,628-11.0% | $2,381+73.0% |
| Participant deferral / active EE | $4,521 | $5,240-13.7% | $6,426-29.7% | $3,470+30.3% |
| Admin fee / account holder | $498 | $5,519-91.0% | $9,284-94.6% | $4,887-89.8% |