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 | $191,352 | $73,863+159.1% | $143,797+33.1% | $68,490+179.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.35% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,813 | $3,185-11.7% | $4,952-43.2% | $2,597+8.3% |
| Participant deferral / active EE | $5,747 | $3,385+69.8% | $5,638+1.9% | $4,028+42.7% |
| Admin fee / account holder | $4,088 | $5,756-29.0% | $14,679-72.2% | $5,403-24.3% |