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 | $160,619 | $73,863+117.5% | $143,797+11.7% | $68,490+134.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.54% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $7,356 | $3,185+131.0% | $4,952+48.5% | $2,597+183.3% |
| Participant deferral / active EE | $4,399 | $3,385+30.0% | $5,638-22.0% | $4,028+9.2% |
| Admin fee / account holder | $4,366 | $5,756-24.1% | $14,679-70.3% | $5,403-19.2% |