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 | $110,062 | $77,816+41.4% | $123,552-10.9% | $64,173+71.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.12% | 12.49%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,375 | $3,014+144.7% | $4,628+59.4% | $2,381+209.8% |
| Participant deferral / active EE | $8,841 | $5,240+68.7% | $6,426+37.6% | $3,470+154.8% |
| Admin fee / account holder | $3,624 | $5,519-34.3% | $9,285-61.0% | $4,887-25.8% |