Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $137,586 | $73,848+86.3% | $143,799-4.3% | $68,486+100.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -7.95% | 0.91%-8.9pp | -0.04%-7.9pp | -7.85%-0.1pp |
| Employer contribution / active EE | $7,043 | $3,184+121.2% | $4,952+42.2% | $2,597+171.2% |
| Participant deferral / active EE | $7,288 | $3,385+115.3% | $5,638+29.3% | $4,028+80.9% |
| Admin fee / account holder | $9,905 | $5,755+72.1% | $14,677-32.5% | $5,404+83.3% |