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 | $145,268 | $81,870+77.4% | $119,622+21.4% | $68,486+112.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 5.32% | -23.82%+29.1pp | -14.98%+20.3pp | -7.85%+13.2pp |
| Employer contribution / active EE | $5,003 | $2,692+85.9% | $4,232+18.2% | $2,597+92.7% |
| Participant deferral / active EE | $4,063 | $4,148-2.0% | $5,601-27.4% | $4,028+0.9% |
| Admin fee / account holder | $3,399 | $6,583-48.4% | $10,328-67.1% | $5,404-37.1% |