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 | $81,074 | $131,835-38.5% | $108,582-25.3% | $273,972-70.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.98% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.5pp |
| Employer contribution / active EE | $11,164 | $4,913+127.2% | $3,758+197.0% | $4,869+129.3% |
| Participant deferral / active EE | $10,632 | $5,127+107.3% | $4,311+146.6% | $5,287+101.1% |
| Admin fee / account holder | $11,486 | $10,253+12.0% | $7,645+50.2% | $10,133+13.4% |