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 | $231,538 | $73,848+213.5% | $143,799+61.0% | $68,486+238.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.76% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $6,928 | $3,184+117.6% | $4,952+39.9% | $2,597+166.8% |
| Participant deferral / active EE | $5,489 | $3,385+62.2% | $5,638-2.7% | $4,028+36.3% |
| Admin fee / account holder | $3,917 | $5,755-31.9% | $14,677-73.3% | $5,404-27.5% |