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 | $100,088 | $106,115-5.7% | $85,969+16.4% | $125,389-20.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.56% | 13.93%-15.5pp | 9.32%-10.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $7,945 | $4,537+75.1% | $3,474+128.7% | $4,866+63.3% |
| Participant deferral / active EE | $2,100 | $4,859-56.8% | $3,829-45.2% | $5,352-60.8% |
| Admin fee / account holder | $1,937 | $8,144-76.2% | $6,053-68.0% | $9,541-79.7% |