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 | $110,434 | $131,835-16.2% | $108,582+1.7% | $273,972-59.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.15% | -91.57%+101.7pp | -51.70%+61.8pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,820 | $4,913-63.0% | $3,758-51.6% | $4,869-62.6% |
| Participant deferral / active EE | $5,298 | $5,127+3.3% | $4,311+22.9% | $5,287+0.2% |
| Admin fee / account holder | $1,473 | $10,253-85.6% | $7,645-80.7% | $10,133-85.5% |