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 | $186,543 | $107,809+73.0% | $90,657+105.8% | $135,380+37.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.56% | -0.90%-4.7pp | 1.89%-7.5pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,184 | $3,018+38.6% | $2,532+65.3% | $4,779-12.4% |
| Participant deferral / active EE | $6,150 | $3,872+58.8% | $3,424+79.6% | $5,609+9.6% |
| Admin fee / account holder | $1,360 | $5,931-77.1% | $4,994-72.8% | $10,828-87.4% |