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 | $129,598 | $59,819+116.7% | $79,583+62.8% | $68,490+89.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.85% | -12.30%-3.6pp | 0.16%-16.0pp | -7.85%-8.0pp |
| Employer contribution / active EE | $7,205 | $1,505+378.6% | $2,414+198.5% | $2,597+177.5% |
| Participant deferral / active EE | $2,839 | $3,025-6.2% | $3,986-28.8% | $4,028-29.5% |
| Admin fee / account holder | $7,215 | $4,835+49.2% | $6,835+5.6% | $5,403+33.5% |