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 | $89,164 | $43,730+103.9% | $121,220-26.4% | $64,173+38.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.59% | 68.94%-71.5pp | 16.94%-19.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,232 | $1,297+149.3% | $4,023-19.6% | $2,381+35.8% |
| Participant deferral / active EE | $7,066 | $2,281+209.8% | $3,345+111.2% | $3,470+103.7% |
| Admin fee / account holder | $5,013 | $3,502+43.1% | $5,021-0.2% | $4,887+2.6% |