Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $113,792 | $81,870+39.0% | $119,634-4.9% | $68,490+66.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -0.44% | -23.82%+23.4pp | -14.98%+14.5pp | -7.85%+7.4pp |
| Employer contribution / active EE | $5,380 | $2,692+99.9% | $4,232+27.1% | $2,597+107.2% |
| Participant deferral / active EE | $6,233 | $4,148+50.3% | $5,601+11.3% | $4,028+54.7% |
| Admin fee / account holder | $25,548 | $6,583+288.1% | $10,329+147.3% | $5,403+372.9% |