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 | $162,309 | $72,177+124.9% | $115,038+41.1% | $59,633+172.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.42% | 12.02%-13.4pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $3,174 | $2,841+11.7% | $4,608-31.1% | $2,203+44.1% |
| Participant deferral / active EE | $7,733 | $4,783+61.7% | $6,026+28.3% | $3,192+142.3% |
| Admin fee / account holder | $8,210 | $4,927+66.6% | $8,175+0.4% | $4,297+91.1% |