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 | $103,406 | $71,878+43.9% | $86,698+19.3% | $68,486+51.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.58% | 3.53%-15.1pp | 35.95%-47.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $3,326 | $2,173+53.1% | $2,837+17.3% | $2,597+28.1% |
| Participant deferral / active EE | $5,778 | $3,779+52.9% | $4,656+24.1% | $4,028+43.5% |
| Admin fee / account holder | $9,038 | $6,113+47.9% | $7,493+20.6% | $5,404+67.3% |