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 | $158,900 | $73,848+115.2% | $143,799+10.5% | $68,486+132.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.98% | 0.91%-11.9pp | -0.04%-10.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $4,489 | $3,184+41.0% | $4,952-9.4% | $2,597+72.9% |
| Participant deferral / active EE | $6,736 | $3,385+99.0% | $5,638+19.5% | $4,028+67.3% |
| Admin fee / account holder | $8,441 | $5,755+46.7% | $14,677-42.5% | $5,404+56.2% |