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 | $244,198 | $64,716+277.3% | $112,258+117.5% | $68,495+256.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.16% | -11.40%-5.8pp | 27.47%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $10,301 | $2,746+275.1% | $3,636+183.3% | $2,596+296.7% |
| Participant deferral / active EE | $12,724 | $3,565+256.9% | $4,728+169.1% | $4,028+215.9% |
| Admin fee / account holder | $7,934 | $5,232+51.6% | $6,411+23.7% | $5,403+46.8% |