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 | $104,943 | $71,873+46.0% | $86,698+21.0% | $68,490+53.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.40% | 3.54%-15.9pp | 35.96%-48.4pp | -7.85%-4.5pp |
| Employer contribution / active EE | $6,000 | $2,173+176.1% | $2,837+111.5% | $2,597+131.0% |
| Participant deferral / active EE | $5,453 | $3,779+44.3% | $4,656+17.1% | $4,028+35.4% |
| Admin fee / account holder | $1,938 | $6,110-68.3% | $7,492-74.1% | $5,403-64.1% |