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 | $116,410 | $64,716+79.9% | $112,258+3.7% | $68,495+70.0% |
| Participation rate | 89.1% | 67.2%+21.9pp | 75.1%+14.0pp | 67.9%+21.2pp |
| Annual return | -14.21% | -11.40%-2.8pp | 27.47%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $13,765 | $2,746+401.2% | $3,636+278.6% | $2,596+430.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,522 | $5,232+234.9% | $6,411+173.3% | $5,403+224.3% |