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 | $140,112 | $77,816+80.1% | $123,549+13.4% | $64,186+118.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.19% | 12.49%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,926 | $3,014+96.6% | $4,628+28.1% | $2,381+148.9% |
| Participant deferral / active EE | $8,058 | $5,240+53.8% | $6,426+25.4% | $3,470+132.3% |
| Admin fee / account holder | $3,264 | $5,519-40.9% | $9,284-64.8% | $4,888-33.2% |