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 | $246,452 | $131,835+86.9% | $108,582+127.0% | $273,972-10.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.76% | -91.57%+95.3pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $6,320 | $4,913+28.6% | $3,758+68.2% | $4,869+29.8% |
| Participant deferral / active EE | $5,701 | $5,127+11.2% | $4,311+32.2% | $5,287+7.8% |
| Admin fee / account holder | $1,563 | $10,253-84.8% | $7,645-79.6% | $10,133-84.6% |