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 | $210,014 | $73,019+187.6% | $90,766+131.4% | $68,490+206.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -7.01% | -13.81%+6.8pp | -12.16%+5.1pp | -7.85%+0.8pp |
| Employer contribution / active EE | $10,949 | $2,193+399.4% | $2,922+274.7% | $2,597+321.7% |
| Participant deferral / active EE | $8,817 | $3,626+143.1% | $4,565+93.1% | $4,028+118.9% |
| Admin fee / account holder | $14,202 | $5,897+140.9% | $8,446+68.2% | $5,403+162.9% |