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 | $114,105 | $73,019+56.3% | $90,766+25.7% | $68,490+66.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.47% | -13.81%-3.7pp | -12.16%-5.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $989 | $2,193-54.9% | $2,922-66.2% | $2,597-61.9% |
| Participant deferral / active EE | $4,865 | $3,626+34.2% | $4,565+6.6% | $4,028+20.8% |
| Admin fee / account holder | $11,015 | $5,897+86.8% | $8,446+30.4% | $5,403+103.9% |