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 | $113,522 | $73,863+53.7% | $143,797-21.1% | $68,490+65.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.01% | 0.91%-14.9pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $6,259 | $3,185+96.5% | $4,952+26.4% | $2,597+141.1% |
| Participant deferral / active EE | $8,592 | $3,385+153.8% | $5,638+52.4% | $4,028+113.3% |
| Admin fee / account holder | $982 | $5,756-82.9% | $14,679-93.3% | $5,403-81.8% |