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 | $115,715 | $71,878+61.0% | $86,698+33.5% | $68,486+69.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.37% | 3.53%-16.9pp | 35.95%-49.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $6,399 | $2,173+194.4% | $2,837+125.6% | $2,597+146.4% |
| Participant deferral / active EE | $8,072 | $3,779+113.6% | $4,656+73.4% | $4,028+100.4% |
| Admin fee / account holder | $4,694 | $6,113-23.2% | $7,493-37.4% | $5,404-13.1% |