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 | $95,552 | $167,533-43.0% | $151,645-37.0% | $134,545-29.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.84% | 7.81%-20.7pp | 3.34%-16.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $13,529 | $6,828+98.1% | $6,165+119.4% | $4,742+185.3% |
| Participant deferral / active EE | $7,759 | $8,985-13.6% | $8,363-7.2% | $6,401+21.2% |
| Admin fee / account holder | $2,105 | $13,781-84.7% | $11,614-81.9% | $11,431-81.6% |