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 | $115,144 | $64,716+77.9% | $112,258+2.6% | $68,495+68.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.40% | -11.40%-3.0pp | 27.47%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $9,324 | $2,746+239.5% | $3,636+156.5% | $2,596+259.1% |
| Participant deferral / active EE | $8,243 | $3,565+131.2% | $4,728+74.3% | $4,028+104.7% |
| Admin fee / account holder | $9,095 | $5,232+73.8% | $6,411+41.9% | $5,403+68.3% |