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 | $100,050 | $64,729+54.6% | $112,263-10.9% | $68,490+46.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.56% | -11.40%-7.2pp | 27.49%-46.1pp | -7.85%-10.7pp |
| Employer contribution / active EE | $6,508 | $2,746+137.0% | $3,636+79.0% | $2,597+150.6% |
| Participant deferral / active EE | $7,025 | $3,566+97.0% | $4,729+48.5% | $4,028+74.4% |
| Admin fee / account holder | $1,743 | $5,222-66.6% | $6,410-72.8% | $5,403-67.7% |