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 | $100,433 | $77,817+29.1% | $123,553-18.7% | $64,173+56.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.28% | 12.49%-16.8pp | 119.21%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $8,389 | $3,014+178.3% | $4,628+81.3% | $2,381+252.4% |
| Participant deferral / active EE | $8,555 | $5,240+63.3% | $6,426+33.1% | $3,470+146.6% |
| Admin fee / account holder | $4,614 | $5,519-16.4% | $9,284-50.3% | $4,887-5.6% |