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 | $135,932 | $73,019+86.2% | $90,766+49.8% | $68,490+98.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.53% | -13.81%-2.7pp | -12.16%-4.4pp | -7.85%-8.7pp |
| Employer contribution / active EE | $10,603 | $2,193+383.6% | $2,922+262.9% | $2,597+308.3% |
| Participant deferral / active EE | $16,098 | $3,626+343.9% | $4,565+252.6% | $4,028+299.7% |
| Admin fee / account holder | $5,405 | $5,897-8.3% | $8,446-36.0% | $5,4030% |