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 | $193,318 | $71,873+169.0% | $86,698+123.0% | $68,490+182.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.39% | 3.54%-21.9pp | 35.96%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,714 | $2,173-21.1% | $2,837-39.6% | $2,597-34.0% |
| Participant deferral / active EE | $7,960 | $3,779+110.6% | $4,656+70.9% | $4,028+97.6% |
| Admin fee / account holder | $5,425 | $6,110-11.2% | $7,492-27.6% | $5,403+0.4% |