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 | $148,508 | $50,947+191.5% | $74,551+99.2% | $64,173+131.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.79% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $5,001 | $1,115+348.3% | $1,961+155.0% | $2,381+110.0% |
| Participant deferral / active EE | $7,972 | $2,302+246.4% | $3,108+156.5% | $3,470+129.8% |
| Admin fee / account holder | $14,145 | $4,221+235.1% | $5,059+179.6% | $4,887+189.4% |