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 | $134,778 | $71,878+87.5% | $86,698+55.5% | $68,486+96.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.89% | 3.53%-20.4pp | 35.95%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,953 | $2,173+127.9% | $2,837+74.6% | $2,597+90.8% |
| Participant deferral / active EE | $5,534 | $3,779+46.4% | $4,656+18.9% | $4,028+37.4% |
| Admin fee / account holder | $8,342 | $6,113+36.5% | $7,493+11.3% | $5,404+54.4% |