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 | $125,390 | $72,404+73.2% | $110,243+13.7% | $64,173+95.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.07% | -6.29%+0.2pp | 314.76%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,026 | $2,282+32.6% | $3,827-20.9% | $2,381+27.1% |
| Participant deferral / active EE | $4,208 | $3,469+21.3% | $4,672-9.9% | $3,470+21.3% |
| Admin fee / account holder | $5,096 | $5,664-10.0% | $8,548-40.4% | $4,887+4.3% |