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 | $164,147 | $77,817+110.9% | $123,553+32.9% | $64,173+155.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.29% | 12.49%-17.8pp | 119.21%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,745 | $3,014+24.3% | $4,628-19.1% | $2,381+57.3% |
| Participant deferral / active EE | $6,646 | $5,240+26.8% | $6,426+3.4% | $3,470+91.6% |
| Admin fee / account holder | $7,294 | $5,519+32.2% | $9,284-21.4% | $4,887+49.2% |