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 | $119,178 | $131,835-9.6% | $108,582+9.8% | $273,972-56.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.91% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,056 | $4,913+23.3% | $3,758+61.1% | $4,869+24.4% |
| Participant deferral / active EE | $6,080 | $5,127+18.6% | $4,311+41.0% | $5,287+15.0% |
| Admin fee / account holder | $5,095 | $10,253-50.3% | $7,645-33.4% | $10,133-49.7% |