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 | $87,548 | $77,817+12.5% | $123,553-29.1% | $64,173+36.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.43% | 12.49%-16.9pp | 119.21%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,911 | $3,014+96.1% | $4,628+27.7% | $2,381+148.3% |
| Participant deferral / active EE | $5,960 | $5,240+13.7% | $6,426-7.3% | $3,470+71.8% |
| Admin fee / account holder | $466 | $5,519-91.6% | $9,284-95.0% | $4,887-90.5% |