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 | $148,361 | $86,701+71.1% | $73,309+102.4% | $125,389+18.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.02% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,744 | $4,152+62.4% | $3,237+108.3% | $4,866+38.6% |
| Participant deferral / active EE | $7,366 | $5,549+32.7% | $4,991+47.6% | $5,352+37.6% |
| Admin fee / account holder | $2,951 | $7,768-62.0% | $5,635-47.6% | $9,541-69.1% |