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 | $122,558 | $56,484+117.0% | $169,452-27.7% | $64,173+91.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.52% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $8,040 | $1,832+338.8% | $4,157+93.4% | $2,381+237.7% |
| Participant deferral / active EE | $6,307 | $3,448+82.9% | $5,277+19.5% | $3,470+81.8% |
| Admin fee / account holder | $8,368 | $4,174+100.5% | $9,110-8.1% | $4,887+71.2% |