Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $97,496 | $72,404+34.7% | $110,243-11.6% | $64,173+51.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.09% | -6.29%+1.2pp | 314.76%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,485 | $2,282+184.2% | $3,827+69.5% | $2,381+172.4% |
| Participant deferral / active EE | $3,786 | $3,469+9.1% | $4,672-19.0% | $3,470+9.1% |
| Admin fee / account holder | $10,483 | $5,664+85.1% | $8,548+22.6% | $4,887+114.5% |