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 | $83,509 | $73,848+13.1% | $143,799-41.9% | $68,486+21.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.24% | 0.91%-12.2pp | -0.04%-11.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $6,798 | $3,184+113.5% | $4,952+37.3% | $2,597+161.8% |
| Participant deferral / active EE | $5,817 | $3,385+71.9% | $5,638+3.2% | $4,028+44.4% |
| Admin fee / account holder | $6,220 | $5,755+8.1% | $14,677-57.6% | $5,404+15.1% |