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 | $125,616 | $57,352+119.0% | $83,830+49.8% | $64,173+95.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.92% | 11.38%-17.3pp | 850.97%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,602 | $2,546+41.5% | $3,631-0.8% | $2,381+51.3% |
| Participant deferral / active EE | $6,097 | $2,993+103.7% | $4,082+49.4% | $3,470+75.7% |
| Admin fee / account holder | $1,236 | $4,046-69.5% | $5,479-77.4% | $4,887-74.7% |