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 | $102,121 | $86,701+17.8% | $73,309+39.3% | $125,389-18.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.29% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.5pp |
| Employer contribution / active EE | $9,273 | $4,152+123.3% | $3,237+186.5% | $4,866+90.6% |
| Participant deferral / active EE | $10,069 | $5,549+81.4% | $4,991+101.7% | $5,352+88.1% |
| Admin fee / account holder | $675 | $7,768-91.3% | $5,635-88.0% | $9,541-92.9% |