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 | $126,492 | $167,504-24.5% | $151,628-16.6% | $134,509-6.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.23% | 7.81%-26.0pp | 3.34%-21.6pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,155 | $6,828-53.8% | $6,165-48.8% | $4,741-33.5% |
| Participant deferral / active EE | $7,404 | $8,985-17.6% | $8,363-11.5% | $6,400+15.7% |
| Admin fee / account holder | $2,468 | $13,779-82.1% | $11,613-78.7% | $11,427-78.4% |