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 | $105,109 | $73,839+42.3% | $143,788-26.9% | $68,495+53.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.92% | 1.01%-16.9pp | -0.03%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,007 | $3,184+25.8% | $4,952-19.1% | $2,596+54.3% |
| Participant deferral / active EE | $5,732 | $3,384+69.4% | $5,638+1.7% | $4,028+42.3% |
| Admin fee / account holder | $7,036 | $5,755+22.3% | $14,675-52.1% | $5,403+30.2% |