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 | $200,288 | $73,863+171.2% | $143,797+39.3% | $68,490+192.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.50% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,467 | $3,185-22.5% | $4,952-50.2% | $2,597-5.0% |
| Participant deferral / active EE | $6,437 | $3,385+90.2% | $5,638+14.2% | $4,028+59.8% |
| Admin fee / account holder | $11,147 | $5,756+93.7% | $14,679-24.1% | $5,403+106.3% |