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 | $101,565 | $45,872+121.4% | $77,100+31.7% | $68,490+48.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.26% | 1.73%-16.0pp | 42.35%-56.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,701 | $1,650+124.4% | $2,815+31.5% | $2,597+42.5% |
| Participant deferral / active EE | $10,803 | $2,963+264.6% | $4,430+143.9% | $4,028+168.2% |
| Admin fee / account holder | $652 | $3,041-78.6% | $5,443-88.0% | $5,403-87.9% |