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 | $90,304 | $71,872+25.6% | $86,691+4.2% | $68,495+31.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.16% | 3.53%-18.7pp | 35.94%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $6,969 | $2,173+220.7% | $2,837+145.7% | $2,596+168.4% |
| Participant deferral / active EE | $7,362 | $3,779+94.8% | $4,656+58.1% | $4,028+82.8% |
| Admin fee / account holder | $4,536 | $6,112-25.8% | $7,492-39.5% | $5,403-16.1% |