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 | $91,928 | $73,863+24.5% | $143,797-36.1% | $68,490+34.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.37% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $7,420 | $3,185+133.0% | $4,952+49.8% | $2,597+185.7% |
| Participant deferral / active EE | $5,523 | $3,385+63.2% | $5,638-2.0% | $4,028+37.1% |
| Admin fee / account holder | $4,740 | $5,756-17.7% | $14,679-67.7% | $5,403-12.3% |