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 | $155,705 | $105,861+47.1% | $90,756+71.6% | $134,509+15.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.51% | -10.99%-4.5pp | -12.16%-3.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $1,673 | $3,463-51.7% | $2,922-42.7% | $4,741-64.7% |
| Participant deferral / active EE | $2,548 | $5,217-51.2% | $4,565-44.2% | $6,400-60.2% |
| Admin fee / account holder | $873 | $13,938-93.7% | $8,445-89.7% | $11,427-92.4% |